+232.7%
LITE vs VGT
+18.8%
+213.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.2% | -8.1% | -8.4% |
| 7D | -31.4% | -6.5% | -24.9% | -20.1% |
| 30D | -42.6% | -10.6% | -32.0% | -25.5% |
| 3M | -26.2% | -3.7% | -22.5% | -16.8% |
| 6M | -35.8% | +10.4% | -46.2% | -43.1% |
| YTD | +70.0% | +23.1% | +47.0% | +23.3% |
| 1Y | +232.7% | +19.9% | +212.9% | +173.6% |
| All | +232.7% | +18.8% | +213.9% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling