+34.3%
LRCX vs VLTO
+20.4%
+13.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.6% |
| 7D | -3.6% | +1.6% | -5.2% | -2.9% |
| 30D | -30.3% | +22.0% | -52.2% | -22.3% |
| 3M | -27.3% | +21.9% | -49.2% | -18.8% |
| 6M | -24.2% | +36.5% | -60.7% | -14.7% |
| YTD | +30.3% | +19.0% | +11.3% | +56.3% |
| 1Y | +34.3% | +21.0% | +13.3% | +61.3% |
| All | +34.3% | +20.4% | +13.9% | +61.3% |
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