+208.1%
LRCX vs VG
+14.1%
+193.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.1% |
| 7D | +1.9% | +1.7% | +0.2% | +2.1% |
| 30D | +0.1% | +16.0% | -15.9% | +1.5% |
| 3M | -8.5% | +9.7% | -18.2% | -7.1% |
| 6M | +38.1% | +29.6% | +8.5% | +37.4% |
| YTD | +80.1% | +112.0% | -32.0% | +63.1% |
| 1Y | +208.1% | +12.8% | +195.3% | +234.5% |
| All | +208.1% | +14.1% | +193.9% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling