+555.0%
LITE vs VGT
+38.4%
+516.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.4% |
| 7D | +12.6% | +1.8% | +10.8% | +8.3% |
| 30D | +9.9% | -0.3% | +10.3% | +11.4% |
| 3M | +9.3% | +3.4% | +5.9% | +5.6% |
| 6M | +75.2% | +35.0% | +40.2% | -0.9% |
| YTD | +165.5% | +28.8% | +136.7% | +66.4% |
| 1Y | +555.0% | +38.0% | +517.0% | +261.9% |
| All | +555.0% | +38.4% | +516.5% | +261.9% |
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