+13,105.4%
LRCX vs VGT
+2,251.7%
+10,853.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -4.2% |
| 7D | +1.8% | -1.0% | +2.9% | +3.4% |
| 30D | -4.3% | -0.4% | -3.9% | -3.4% |
| 3M | -7.3% | +6.6% | -13.9% | -11.9% |
| 6M | +38.6% | +31.0% | +7.5% | +1.1% |
| YTD | +74.4% | +27.2% | +47.2% | +33.3% |
| 1Y | +179.1% | +34.5% | +144.7% | +100.7% |
| 3Y | +357.7% | +123.1% | +234.5% | +75.7% |
| 5Y | +424.9% | +135.1% | +289.8% | +94.4% |
| 10Y | +3,642.4% | +803.4% | +2,839.0% | +162.6% |
| All | +13,105.4% | +2,251.7% | +10,853.7% | +185.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling