+74.9%
VOO vs LITE
+1,099.6%
-1,024.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -18.7% | +14.3% | -2.5% |
| 7D | -4.7% | -44.6% | +39.9% | +0.5% |
| 30D | -5.9% | -55.0% | +49.1% | +1.0% |
| 3M | -4.5% | -38.3% | +33.8% | -1.3% |
| 6M | +1.9% | -48.8% | +50.6% | +6.0% |
| YTD | +8.4% | +38.3% | -29.9% | -2.1% |
| 1Y | +9.5% | +119.0% | -109.5% | -8.4% |
| All | +74.9% | +1,099.6% | -1,024.6% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LITE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling