+1,968.6%
LMT vs VGT
+2,279.6%
-311.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -1.5% | +1.8% | -3.4% | -2.2% |
| 30D | -8.2% | -0.3% | -7.9% | -8.2% |
| 3M | +3.7% | +3.4% | +0.4% | +1.7% |
| 6M | -19.2% | +35.0% | -54.2% | -29.5% |
| YTD | +12.9% | +28.8% | -15.9% | +0.2% |
| 1Y | +19.8% | +38.0% | -18.2% | +2.9% |
| 3Y | +37.3% | +125.8% | -88.5% | -9.1% |
| 5Y | +74.4% | +134.7% | -60.4% | +8.7% |
| 10Y | +188.9% | +792.6% | -603.7% | -16.8% |
| All | +1,968.6% | +2,279.6% | -311.0% | +221.0% |
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