+342.9%
VOO vs LITE
+4,637.9%
-4,295.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.0% | -4.4% | -0.9% |
| 7D | +0.1% | -1.5% | +1.6% | +0.3% |
| 30D | +0.1% | +6.7% | -6.6% | -1.4% |
| 3M | +2.0% | -6.8% | +8.8% | +1.3% |
| 6M | +13.0% | +29.4% | -16.4% | +4.7% |
| YTD | +13.6% | +139.1% | -125.5% | -5.6% |
| 1Y | +20.1% | +521.0% | -500.9% | -16.6% |
| 3Y | +77.6% | +1,535.3% | -1,457.7% | -0.6% |
| 5Y | +82.4% | +889.8% | -807.4% | +9.0% |
| 10Y | +316.8% | +2,400.7% | -2,083.9% | +120.9% |
| All | +342.9% | +4,637.9% | -4,295.0% | +131.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling