+424.9%
LRCX vs VIG
+61.5%
+363.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.2% | -4.7% |
| 7D | +1.8% | -2.2% | +4.1% | +6.5% |
| 30D | -4.3% | -3.2% | -1.1% | +2.0% |
| 3M | -7.3% | +3.0% | -10.4% | -12.5% |
| 6M | +38.6% | +8.1% | +30.4% | +20.1% |
| YTD | +74.4% | +9.1% | +65.4% | +49.8% |
| 1Y | +179.1% | +12.6% | +166.5% | +127.7% |
| 3Y | +357.7% | +55.4% | +302.3% | +111.5% |
| 5Y | +424.9% | +62.8% | +362.1% | +135.3% |
| All | +424.9% | +61.5% | +363.4% | +135.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling