+5,083.9%
LITE vs VIG
+274.2%
+4,809.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.6% |
| 7D | -1.5% | -0.4% | -1.1% | -1.0% |
| 30D | +6.7% | -1.0% | +7.6% | +7.8% |
| 3M | -6.8% | +2.8% | -9.5% | -10.3% |
| 6M | +29.4% | +8.2% | +21.2% | +16.9% |
| YTD | +139.1% | +11.0% | +128.1% | +108.3% |
| 1Y | +521.0% | +16.1% | +504.9% | +415.9% |
| 3Y | +1,535.3% | +56.2% | +1,479.1% | +895.7% |
| 5Y | +889.8% | +63.0% | +826.9% | +477.3% |
| 10Y | +2,400.7% | +241.4% | +2,159.3% | +637.4% |
| All | +5,083.9% | +274.2% | +4,809.7% | +1,376.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling