+1,533.3%
LITE vs VGT
+732.2%
+801.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.2% | +7.5% | +6.4% |
| 7D | -12.9% | -1.6% | -11.3% | -9.7% |
| 30D | -46.0% | -12.5% | -33.5% | -33.4% |
| 3M | -33.0% | -7.7% | -25.3% | -22.4% |
| 6M | -34.0% | -0.2% | -33.9% | -28.6% |
| YTD | +61.7% | +19.3% | +42.5% | +41.7% |
| 1Y | +148.3% | +18.2% | +130.1% | +123.9% |
| 3Y | +1,408.5% | +109.6% | +1,298.9% | +668.5% |
| 5Y | +546.2% | +105.5% | +440.7% | +233.8% |
| 10Y | +1,533.3% | +716.4% | +816.9% | +0.3% |
| All | +1,533.3% | +732.2% | +801.1% | +0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling