+1,344.4%
LITE vs VIG
+67.1%
+1,277.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -2.4% |
| 7D | -13.9% | +1.0% | -14.9% | -15.0% |
| 30D | -46.9% | +4.5% | -51.5% | -51.8% |
| 3M | -28.0% | +2.1% | -30.1% | -31.3% |
| 6M | -35.2% | +10.5% | -45.7% | -49.2% |
| YTD | +58.9% | +15.1% | +43.8% | +12.9% |
| 1Y | +125.3% | +16.9% | +108.4% | +56.0% |
| 3Y | +1,344.4% | +65.6% | +1,278.9% | +314.8% |
| All | +1,344.4% | +67.1% | +1,277.4% | +314.8% |
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