+490.8%
LITE vs VGT
+99.2%
+391.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.4% | +4.3% | +3.7% |
| 7D | -35.9% | -7.2% | -28.7% | -27.3% |
| 30D | -51.5% | -16.1% | -35.4% | -35.8% |
| 3M | -35.7% | -9.2% | -26.6% | -23.1% |
| 6M | -43.0% | -0.7% | -42.2% | -37.5% |
| YTD | +46.1% | +15.6% | +30.6% | +33.0% |
| 1Y | +124.7% | +14.4% | +110.3% | +110.8% |
| 3Y | +1,172.1% | +105.2% | +1,066.8% | +603.9% |
| All | +490.8% | +99.2% | +391.6% | +234.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling