+3,821.0%
LRCX vs VCIT
+29.0%
+3,792.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.3% |
| 7D | +10.4% | +0.1% | +10.3% | +10.3% |
| 30D | +2.9% | -0.8% | +3.7% | +4.1% |
| 3M | -1.2% | -0.5% | -0.6% | -0.2% |
| 6M | +60.9% | -1.4% | +62.2% | +65.5% |
| YTD | +87.5% | -0.8% | +88.3% | +91.4% |
| 1Y | +206.6% | +0.3% | +206.3% | +208.4% |
| 3Y | +392.1% | +19.2% | +372.9% | +287.1% |
| 5Y | +478.4% | +3.6% | +474.9% | +450.1% |
| 10Y | +3,821.0% | +29.3% | +3,791.7% | +3,496.5% |
| All | +3,821.0% | +29.0% | +3,792.1% | +3,496.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling