+16,222.7%
LRCX vs VNQ
+382.8%
+15,839.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.8% | -5.1% |
| 7D | +1.8% | -2.6% | +4.5% | +3.6% |
| 30D | -4.3% | -2.3% | -2.0% | -2.8% |
| 3M | -7.3% | -2.8% | -4.5% | -6.5% |
| 6M | +38.6% | +2.5% | +36.1% | +35.1% |
| YTD | +74.4% | +8.4% | +66.0% | +64.0% |
| 1Y | +179.1% | +6.8% | +172.4% | +165.0% |
| 3Y | +357.7% | +29.9% | +327.7% | +280.4% |
| 5Y | +424.9% | +7.2% | +417.7% | +399.7% |
| 10Y | +3,642.4% | +62.5% | +3,579.8% | +2,695.7% |
| All | +16,222.7% | +382.8% | +15,839.9% | +5,961.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling