+6,706.0%
LRCX vs VCIT
+96.4%
+6,609.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.1% | +8.4% | +8.3% |
| 7D | -16.2% | +0.1% | -16.3% | -16.3% |
| 30D | -39.2% | +1.9% | -41.1% | -40.3% |
| 3M | -34.4% | -1.4% | -32.9% | -33.6% |
| 6M | -32.4% | -2.1% | -30.3% | -31.1% |
| YTD | +17.4% | -1.6% | +19.1% | +19.5% |
| 1Y | +24.2% | -0.9% | +25.1% | +25.7% |
| 3Y | +221.6% | +20.0% | +201.6% | +183.5% |
| 5Y | +245.2% | +3.1% | +242.1% | +223.2% |
| 10Y | +2,310.5% | +28.7% | +2,281.8% | +2,265.5% |
| All | +6,706.0% | +96.4% | +6,609.6% | +11,676.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling