+35.0%
LMT vs VGT
+123.9%
-88.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.1% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -13.1% | -0.4% | -12.6% | -13.1% |
| 3M | -3.9% | +4.4% | -8.3% | -3.8% |
| 6M | -18.3% | +32.1% | -50.3% | -18.3% |
| YTD | +10.3% | +28.8% | -18.4% | +10.2% |
| 1Y | +14.2% | +35.3% | -21.1% | +14.2% |
| 3Y | +35.0% | +124.8% | -89.8% | +32.7% |
| All | +35.0% | +123.9% | -88.9% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling