+243.9%
LRCX vs VCIT
+19.0%
+224.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.1% |
| 7D | +12.7% | -1.4% | +14.1% | +15.2% |
| 30D | -21.3% | +0.6% | -21.8% | -22.5% |
| 3M | -32.9% | -2.2% | -30.7% | -30.4% |
| 6M | -23.4% | -2.3% | -21.1% | -20.1% |
| YTD | +32.4% | -2.2% | +34.6% | +38.3% |
| 1Y | +48.0% | -1.4% | +49.4% | +53.5% |
| 3Y | +243.9% | +18.7% | +225.2% | +200.2% |
| All | +243.9% | +19.0% | +224.9% | +200.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling