+179.1%
LRCX vs VG
+17.2%
+161.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -7.0% | -5.5% |
| 7D | +1.8% | +7.0% | -5.2% | +2.4% |
| 30D | -4.3% | +17.2% | -21.5% | -2.9% |
| 3M | -7.3% | +16.8% | -24.1% | -5.4% |
| 6M | +38.6% | +36.3% | +2.2% | +39.6% |
| YTD | +74.4% | +127.9% | -53.5% | +59.2% |
| 1Y | +179.1% | +11.7% | +167.4% | +210.1% |
| All | +179.1% | +17.2% | +161.9% | +210.1% |
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