+2,479.7%
LRCX vs VCIT
+29.7%
+2,450.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.3% |
| 7D | -2.7% | +0.7% | -3.5% | -3.9% |
| 30D | -30.6% | +1.8% | -32.4% | -32.7% |
| 3M | -28.8% | -1.6% | -27.3% | -27.3% |
| 6M | -24.6% | -2.1% | -22.5% | -22.1% |
| YTD | +29.7% | -1.6% | +31.2% | +33.5% |
| 1Y | +39.5% | -0.8% | +40.3% | +42.3% |
| 3Y | +248.9% | +19.9% | +229.0% | +171.4% |
| 5Y | +274.3% | +3.3% | +271.0% | +256.6% |
| 10Y | +2,479.7% | +30.6% | +2,449.1% | +2,345.7% |
| All | +2,479.7% | +29.7% | +2,450.1% | +2,345.7% |
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