+2,898.2%
LITE vs VIG
+279.1%
+2,619.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.3% | -15.3% | -14.1% |
| 7D | -44.6% | -2.0% | -42.6% | -42.8% |
| 30D | -55.0% | +2.7% | -57.8% | -56.5% |
| 3M | -38.3% | +0.3% | -38.7% | -38.6% |
| 6M | -48.8% | +7.6% | -56.3% | -53.6% |
| YTD | +38.3% | +12.5% | +25.8% | +18.7% |
| 1Y | +119.0% | +14.8% | +104.2% | +84.5% |
| 3Y | +1,092.0% | +63.2% | +1,028.8% | +588.0% |
| 5Y | +446.1% | +60.2% | +385.9% | +224.9% |
| 10Y | +1,381.7% | +262.8% | +1,118.9% | +321.3% |
| All | +2,898.2% | +279.1% | +2,619.1% | +741.4% |
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