+2,664.2%
LRCX vs VCIT
+30.9%
+2,633.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.0% |
| 7D | +6.5% | -0.5% | +7.0% | +7.2% |
| 30D | -23.8% | +1.5% | -25.3% | -25.7% |
| 3M | -24.2% | -1.0% | -23.2% | -23.3% |
| 6M | -20.2% | -1.7% | -18.5% | -18.1% |
| YTD | +38.2% | -1.4% | +39.6% | +41.8% |
| 1Y | +48.9% | -0.9% | +49.8% | +52.0% |
| 3Y | +252.8% | +19.8% | +233.0% | +174.6% |
| 5Y | +304.3% | +4.6% | +299.7% | +278.2% |
| 10Y | +2,664.2% | +31.5% | +2,632.7% | +2,499.3% |
| All | +2,664.2% | +30.9% | +2,633.3% | +2,499.3% |
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