+3,549.0%
LRCX vs VNQ
+64.0%
+3,485.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.6% |
| 7D | -3.1% | -1.3% | -1.8% | -1.9% |
| 30D | -8.6% | -2.6% | -6.0% | -6.5% |
| 3M | -17.7% | -2.0% | -15.7% | -17.3% |
| 6M | +36.4% | +4.3% | +32.0% | +29.3% |
| YTD | +74.5% | +9.2% | +65.3% | +58.7% |
| 1Y | +159.4% | +5.6% | +153.8% | +142.8% |
| 3Y | +361.6% | +30.8% | +330.7% | +248.5% |
| 5Y | +425.2% | +8.0% | +417.3% | +379.1% |
| All | +3,549.0% | +64.0% | +3,485.0% | +2,130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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