+411.5%
LRCX vs VLTO
+25.1%
+386.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +9.5% | -2.6% | +12.1% | +10.4% |
| 30D | +3.1% | -2.5% | +5.5% | +3.7% |
| 3M | -3.4% | +10.1% | -13.5% | -9.3% |
| 6M | +49.7% | +1.0% | +48.7% | +47.2% |
| YTD | +84.9% | -4.8% | +89.6% | +88.2% |
| 1Y | +200.8% | -9.3% | +210.2% | +214.7% |
| All | +411.5% | +25.1% | +386.4% | +371.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling