+2,502.5%
LITE vs VGT
+788.0%
+1,714.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.3% |
| 7D | +12.6% | +1.8% | +10.8% | +9.9% |
| 30D | +9.9% | -0.3% | +10.3% | +11.0% |
| 3M | +9.3% | +3.4% | +5.9% | +8.0% |
| 6M | +75.2% | +35.0% | +40.2% | +25.8% |
| YTD | +165.5% | +28.8% | +136.7% | +102.4% |
| 1Y | +555.0% | +38.0% | +517.0% | +371.7% |
| 3Y | +1,870.5% | +125.8% | +1,744.7% | +775.1% |
| 5Y | +1,009.8% | +134.7% | +875.1% | +364.5% |
| 10Y | +2,502.5% | +792.6% | +1,709.9% | +43.0% |
| All | +2,502.5% | +788.0% | +1,714.5% | +43.0% |
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