+53.2%
LRCX vs VG
+65.2%
-12.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.7% | -5.6% | -0.4% |
| 7D | +26.2% | +15.1% | +11.1% | +28.2% |
| 30D | -22.4% | -4.2% | -18.2% | -23.0% |
| 3M | -28.2% | -3.1% | -25.1% | -28.4% |
| 6M | -19.0% | +0.3% | -19.4% | -17.5% |
| YTD | +37.0% | +95.5% | -58.5% | +39.0% |
| All | +53.2% | +65.2% | -12.1% | +56.1% |
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