+901.5%
LITE vs VIG
+63.1%
+838.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.8% |
| 7D | -1.5% | -0.4% | -1.1% | -0.9% |
| 30D | +6.7% | -1.0% | +7.6% | +8.1% |
| 3M | -6.8% | +2.8% | -9.5% | -11.4% |
| 6M | +29.4% | +8.2% | +21.2% | +13.2% |
| YTD | +139.1% | +11.0% | +128.1% | +99.5% |
| 1Y | +521.0% | +16.1% | +504.9% | +387.1% |
| 3Y | +1,535.3% | +56.2% | +1,479.1% | +786.0% |
| All | +901.5% | +63.1% | +838.4% | +414.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling