+156.7%
LITE vs VIG
+17.7%
+138.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.8% | +9.9% | +9.0% |
| 7D | +3.4% | -0.3% | +3.7% | +5.4% |
| 30D | -34.9% | +4.9% | -39.8% | -39.9% |
| 3M | -21.0% | +2.9% | -24.0% | -24.4% |
| 6M | -38.5% | +11.2% | -49.7% | -51.8% |
| YTD | +75.8% | +16.0% | +59.8% | +16.4% |
| 1Y | +156.7% | +17.0% | +139.7% | +69.3% |
| All | +156.7% | +17.7% | +138.9% | +69.3% |
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