+3,068.2%
LITE vs VIG
+277.7%
+2,790.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.0% | +6.2% |
| 7D | -35.9% | -1.8% | -34.2% | -34.1% |
| 30D | -51.5% | +2.7% | -54.2% | -53.1% |
| 3M | -35.7% | 0.0% | -35.7% | -35.7% |
| 6M | -43.0% | +6.8% | -49.7% | -47.8% |
| YTD | +46.1% | +12.1% | +34.1% | +26.0% |
| 1Y | +124.7% | +14.8% | +109.9% | +89.2% |
| 3Y | +1,172.1% | +62.4% | +1,109.6% | +638.6% |
| 5Y | +477.0% | +59.6% | +417.5% | +244.9% |
| 10Y | +1,465.7% | +261.5% | +1,204.2% | +347.4% |
| All | +3,068.2% | +277.7% | +2,790.5% | +793.4% |
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 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