+1,587.5%
LITE vs VIG
+259.6%
+1,327.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -2.1% |
| 7D | -13.9% | +1.0% | -14.9% | -14.5% |
| 30D | -46.9% | +4.5% | -51.5% | -49.9% |
| 3M | -28.0% | +2.1% | -30.1% | -30.0% |
| 6M | -35.2% | +10.5% | -45.7% | -43.8% |
| YTD | +58.9% | +15.1% | +43.8% | +30.8% |
| 1Y | +125.3% | +16.9% | +108.4% | +83.0% |
| 3Y | +1,344.4% | +65.6% | +1,278.9% | +684.2% |
| 5Y | +541.2% | +64.4% | +476.8% | +254.3% |
| 10Y | +1,587.5% | +260.6% | +1,326.9% | +201.2% |
| All | +1,587.5% | +259.6% | +1,327.9% | +201.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling