+1,563.7%
LITE vs VGT
+121.6%
+1,442.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.4% |
| 7D | -1.5% | +1.0% | -2.5% | -3.3% |
| 30D | +6.7% | +1.3% | +5.4% | +5.0% |
| 3M | -6.8% | -1.1% | -5.6% | -1.8% |
| 6M | +29.4% | +32.6% | -3.2% | -16.2% |
| YTD | +139.1% | +29.0% | +110.1% | +61.4% |
| 1Y | +521.0% | +39.7% | +481.3% | +279.9% |
| All | +1,563.7% | +121.6% | +1,442.1% | +473.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling