+3,549.0%
LRCX vs VGT
+820.0%
+2,729.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -1.6% |
| 7D | -3.1% | -0.2% | -2.9% | -2.8% |
| 30D | -8.6% | -0.4% | -8.1% | -7.8% |
| 3M | -17.7% | +4.4% | -22.1% | -20.1% |
| 6M | +36.4% | +32.1% | +4.3% | -3.0% |
| YTD | +74.5% | +28.8% | +45.8% | +29.4% |
| 1Y | +159.4% | +35.3% | +124.1% | +81.9% |
| 3Y | +361.6% | +124.8% | +236.8% | +68.8% |
| 5Y | +425.2% | +137.9% | +287.3% | +83.3% |
| All | +3,549.0% | +820.0% | +2,729.0% | +103.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling