+48.9%
LRCX vs VLTO
+21.6%
+27.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +6.3% |
| 7D | +6.5% | +1.5% | +5.0% | +7.2% |
| 30D | -23.8% | +20.9% | -44.7% | -15.3% |
| 3M | -24.2% | +21.4% | -45.6% | -15.3% |
| 6M | -20.2% | +37.6% | -57.8% | -9.9% |
| YTD | +38.2% | +19.5% | +18.7% | +66.3% |
| 1Y | +48.9% | +22.0% | +26.9% | +79.6% |
| All | +48.9% | +21.6% | +27.3% | +79.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling