+159.4%
LRCX vs VGT
+35.2%
+124.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -2.3% |
| 7D | -3.1% | -0.2% | -2.9% | -2.7% |
| 30D | -8.6% | -0.4% | -8.1% | -7.6% |
| 3M | -17.7% | +4.4% | -22.1% | -21.9% |
| 6M | +36.4% | +32.1% | +4.3% | -13.8% |
| YTD | +74.5% | +28.8% | +45.8% | +16.1% |
| 1Y | +159.4% | +35.3% | +124.1% | +54.0% |
| All | +159.4% | +35.2% | +124.2% | +54.0% |
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