+446.3%
LRCX vs VCIT
+4.1%
+442.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.9% | -0.3% | +2.3% | +2.5% |
| 30D | +0.1% | -0.8% | +0.8% | +1.4% |
| 3M | -8.5% | -1.0% | -7.5% | -6.7% |
| 6M | +38.1% | -1.8% | +39.9% | +43.1% |
| YTD | +80.1% | -0.7% | +80.8% | +83.7% |
| 1Y | +208.1% | +1.0% | +207.1% | +207.3% |
| 3Y | +350.2% | +18.8% | +331.4% | +253.7% |
| All | +446.3% | +4.1% | +442.3% | +387.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling