+55.7%
LLY vs VGT
+40.8%
+14.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -2.1% | +1.0% | -3.1% | -2.1% |
| 30D | -1.6% | +1.3% | -2.9% | -1.5% |
| 3M | +2.3% | -1.1% | +3.4% | +3.1% |
| 6M | +14.9% | +32.6% | -17.7% | +9.9% |
| YTD | +7.5% | +29.0% | -21.5% | +2.7% |
| 1Y | +55.7% | +39.7% | +16.0% | +38.8% |
| All | +55.7% | +40.8% | +14.9% | +38.8% |
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 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