+1,172.1%
LITE vs VIG
+62.5%
+1,109.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.0% | +6.6% |
| 7D | -35.9% | -1.8% | -34.2% | -32.7% |
| 30D | -51.5% | +2.7% | -54.2% | -54.2% |
| 3M | -35.7% | 0.0% | -35.7% | -35.9% |
| 6M | -43.0% | +6.8% | -49.7% | -51.6% |
| YTD | +46.1% | +12.1% | +34.1% | +10.1% |
| 1Y | +124.7% | +14.8% | +109.9% | +61.5% |
| 3Y | +1,172.1% | +62.4% | +1,109.6% | +261.4% |
| All | +1,172.1% | +62.5% | +1,109.5% | +261.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling