+361.6%
LRCX vs VIG
+55.8%
+305.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.5% |
| 7D | -3.1% | -1.1% | -2.0% | -0.8% |
| 30D | -8.6% | -2.7% | -5.8% | -2.9% |
| 3M | -17.7% | +2.5% | -20.2% | -22.3% |
| 6M | +36.4% | +9.2% | +27.1% | +13.8% |
| YTD | +74.5% | +9.8% | +64.7% | +45.1% |
| 1Y | +159.4% | +12.4% | +147.1% | +107.5% |
| 3Y | +361.6% | +55.9% | +305.7% | +105.8% |
| All | +361.6% | +55.8% | +305.8% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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