+521.0%
LITE vs VIG
+16.9%
+504.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +5.1% |
| 7D | -1.5% | -0.4% | -1.1% | -0.6% |
| 30D | +6.7% | -1.0% | +7.6% | +8.5% |
| 3M | -6.8% | +2.8% | -9.5% | -13.9% |
| 6M | +29.4% | +8.2% | +21.2% | +4.8% |
| YTD | +139.1% | +11.0% | +128.1% | +72.9% |
| 1Y | +521.0% | +16.1% | +504.9% | +299.8% |
| All | +521.0% | +16.9% | +504.1% | +299.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling