+258.8%
LRCX vs VLTO
+56.1%
+202.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.8% | +9.6% | +10.2% |
| 7D | -2.7% | +2.0% | -4.8% | -3.1% |
| 30D | -30.6% | +21.8% | -52.4% | -34.0% |
| 3M | -28.8% | +20.2% | -49.1% | -32.2% |
| 6M | -24.6% | +36.3% | -60.9% | -33.1% |
| YTD | +29.7% | +18.8% | +10.8% | +24.5% |
| 1Y | +39.5% | +20.4% | +19.1% | +32.5% |
| 3Y | +248.9% | +71.9% | +177.0% | +195.4% |
| All | +258.8% | +56.1% | +202.7% | +212.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling