+163.0%
LITE vs VIG
+16.5%
+146.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | +10.8% | +3.5% | +7.3% | +3.6% |
| 30D | -33.4% | +4.9% | -38.4% | -38.3% |
| 3M | -32.2% | +2.5% | -34.7% | -34.3% |
| 6M | -42.1% | +11.0% | -53.1% | -53.8% |
| YTD | +61.9% | +16.0% | +45.9% | +9.9% |
| 1Y | +163.0% | +17.5% | +145.4% | +70.6% |
| All | +163.0% | +16.5% | +146.5% | +70.6% |
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