+14.4%
VGT vs LUMN
-63.6%
+78.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | -7.2% | -18.2% | +11.0% | -4.0% |
| 30D | -16.1% | -32.5% | +16.4% | -10.5% |
| 3M | -9.2% | -32.4% | +23.2% | -3.5% |
| 6M | -0.7% | -59.3% | +58.6% | +13.7% |
| YTD | +15.6% | -48.6% | +64.2% | +25.7% |
| 1Y | +14.4% | -63.5% | +77.9% | +28.6% |
| All | +14.4% | -63.6% | +78.0% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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