+39.7%
VGT vs LEN
-37.1%
+76.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.4% |
| 7D | +1.0% | -3.2% | +4.2% | +1.3% |
| 30D | +1.3% | -4.9% | +6.2% | +1.7% |
| 3M | -1.1% | -8.5% | +7.3% | -0.5% |
| 6M | +32.6% | -20.7% | +53.3% | +32.0% |
| YTD | +29.0% | -17.4% | +46.4% | +28.7% |
| 1Y | +39.7% | -38.2% | +77.9% | +38.1% |
| All | +39.7% | -37.1% | +76.8% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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