+187.0%
LRCX vs VG
-44.6%
+231.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.3% |
| 7D | +12.7% | +14.0% | -1.3% | +11.7% |
| 30D | -21.3% | -1.0% | -20.3% | -21.2% |
| 3M | -32.9% | -2.7% | -30.2% | -32.9% |
| 6M | -23.4% | +1.5% | -24.9% | -24.0% |
| YTD | +32.4% | +93.7% | -61.3% | +11.4% |
| 1Y | +48.0% | +68.5% | -20.5% | +28.0% |
| All | +187.0% | -44.6% | +231.6% | +190.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling