+302,042.5%
LRCX vs VFC
+827.5%
+301,215.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.0% | +4.9% |
| 7D | +10.4% | +0.8% | +9.6% | +10.0% |
| 30D | +2.9% | -11.9% | +14.9% | +8.0% |
| 3M | -1.2% | -20.2% | +19.0% | +6.5% |
| 6M | +60.9% | -23.0% | +83.8% | +75.3% |
| YTD | +87.5% | -26.2% | +113.8% | +106.9% |
| 1Y | +206.6% | -13.3% | +220.0% | +212.6% |
| 3Y | +392.1% | -25.5% | +417.6% | +344.6% |
| 5Y | +478.4% | -78.1% | +556.5% | +781.0% |
| 10Y | +3,821.0% | -68.8% | +3,889.8% | +4,768.4% |
| All | +302,042.5% | +827.5% | +301,215.0% | +110,206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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