+7,680.8%
LRCX vs VIG
+617.8%
+7,062.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +4.9% | +5.4% |
| 7D | +10.4% | -0.4% | +10.8% | +11.0% |
| 30D | +2.9% | -2.1% | +5.0% | +6.1% |
| 3M | -1.2% | +3.3% | -4.5% | -5.8% |
| 6M | +60.9% | +9.3% | +51.6% | +42.1% |
| YTD | +87.5% | +10.1% | +77.4% | +64.7% |
| 1Y | +206.6% | +14.7% | +191.9% | +155.4% |
| 3Y | +392.1% | +56.9% | +335.2% | +166.5% |
| 5Y | +478.4% | +62.9% | +415.5% | +210.7% |
| 10Y | +3,821.0% | +241.3% | +3,579.7% | +713.6% |
| All | +7,680.8% | +617.8% | +7,062.9% | +463.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling