+3,068.2%
LITE vs VGT
+785.2%
+2,283.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.4% | +4.3% | +4.0% |
| 7D | -35.9% | -7.2% | -28.7% | -28.3% |
| 30D | -51.5% | -16.1% | -35.4% | -37.7% |
| 3M | -35.7% | -9.2% | -26.6% | -24.5% |
| 6M | -43.0% | -0.7% | -42.2% | -38.0% |
| YTD | +46.1% | +15.6% | +30.6% | +34.0% |
| 1Y | +124.7% | +14.4% | +110.3% | +112.2% |
| 3Y | +1,172.1% | +105.2% | +1,066.8% | +593.5% |
| 5Y | +477.0% | +100.0% | +377.0% | +220.4% |
| 10Y | +1,465.7% | +712.1% | +753.6% | +131.6% |
| All | +3,068.2% | +785.2% | +2,283.0% | +343.7% |
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