+42.8%
LRCX vs VG
+47.2%
-4.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.7% | +3.7% | -4.9% |
| 7D | -12.8% | -16.4% | +3.6% | -14.5% |
| 30D | -36.0% | -10.8% | -25.2% | -36.6% |
| 3M | -30.2% | -6.3% | -23.9% | -30.1% |
| 6M | -14.2% | -12.5% | -1.7% | -13.6% |
| YTD | +29.7% | +76.9% | -47.2% | +24.1% |
| 1Y | +42.8% | +51.8% | -9.0% | +40.9% |
| All | +42.8% | +47.2% | -4.4% | +40.9% |
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