+8,138.1%
LRCX vs VEU
+188.7%
+7,949.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -0.5% |
| 7D | +9.5% | +0.3% | +9.2% | +9.2% |
| 30D | +3.1% | +0.7% | +2.4% | +2.4% |
| 3M | -3.4% | +4.7% | -8.1% | -6.5% |
| 6M | +49.7% | +11.6% | +38.0% | +36.5% |
| YTD | +84.9% | +16.8% | +68.1% | +61.5% |
| 1Y | +200.8% | +24.9% | +176.0% | +145.7% |
| 3Y | +385.1% | +75.7% | +309.3% | +179.5% |
| 5Y | +460.5% | +56.1% | +404.4% | +282.3% |
| 10Y | +3,866.3% | +153.6% | +3,712.6% | +1,728.2% |
| All | +8,138.1% | +188.7% | +7,949.4% | +3,291.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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