+129.4%
LITE vs VIG
+17.0%
+112.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.4% | +8.3% | +5.5% |
| 7D | -12.9% | +0.4% | -13.3% | -12.2% |
| 30D | -46.0% | +4.3% | -50.2% | -49.5% |
| 3M | -33.0% | +2.0% | -35.1% | -34.8% |
| 6M | -34.0% | +10.2% | -44.2% | -47.1% |
| YTD | +61.7% | +14.8% | +47.0% | +10.7% |
| All | +129.4% | +17.0% | +112.4% | +51.7% |
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