+42.8%
LRCX vs VGT
+18.8%
+24.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.3% | -4.5% |
| 7D | -12.8% | -6.5% | -6.3% | -0.4% |
| 30D | -36.0% | -10.6% | -25.4% | -19.8% |
| 3M | -30.2% | -3.7% | -26.5% | -24.1% |
| 6M | -14.2% | +10.4% | -24.6% | -24.7% |
| YTD | +29.7% | +23.1% | +6.7% | -5.0% |
| 1Y | +42.8% | +19.9% | +22.9% | +10.0% |
| All | +42.8% | +18.8% | +24.0% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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