+5,083.9%
LITE vs VGT
+888.2%
+4,195.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.6% |
| 7D | -1.5% | +1.0% | -2.5% | -2.7% |
| 30D | +6.7% | +1.3% | +5.4% | +5.6% |
| 3M | -6.8% | -1.1% | -5.6% | -2.5% |
| 6M | +29.4% | +32.6% | -3.2% | -3.1% |
| YTD | +139.1% | +29.0% | +110.1% | +84.7% |
| 1Y | +521.0% | +39.7% | +481.3% | +349.1% |
| 3Y | +1,535.3% | +120.9% | +1,414.4% | +679.9% |
| 5Y | +889.8% | +133.6% | +756.3% | +340.1% |
| 10Y | +2,400.7% | +792.6% | +1,608.2% | +213.8% |
| All | +5,083.9% | +888.2% | +4,195.7% | +511.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling