+48.9%
LRCX vs VCIT
-0.8%
+49.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.0% |
| 7D | +6.5% | -0.5% | +7.0% | +8.0% |
| 30D | -23.8% | +1.5% | -25.3% | -29.2% |
| 3M | -24.2% | -1.0% | -23.2% | -19.7% |
| 6M | -20.2% | -1.7% | -18.5% | -11.3% |
| YTD | +38.2% | -1.4% | +39.6% | +51.5% |
| 1Y | +48.9% | -0.9% | +49.8% | +59.6% |
| All | +48.9% | -0.8% | +49.7% | +59.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling