+17.9%
LMT vs VGT
+40.8%
-22.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.4% |
| 7D | -6.3% | +1.0% | -7.3% | -6.2% |
| 30D | -8.5% | +1.3% | -9.8% | -8.4% |
| 3M | +1.8% | -1.1% | +3.0% | +1.8% |
| 6M | -19.9% | +32.6% | -52.6% | -21.2% |
| YTD | +10.6% | +29.0% | -18.4% | +8.4% |
| 1Y | +17.9% | +39.7% | -21.7% | +14.5% |
| All | +17.9% | +40.8% | -22.8% | +14.5% |
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 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