+3,549.0%
LRCX vs VO
+200.3%
+3,348.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.2% |
| 7D | -3.1% | -1.5% | -1.5% | -0.6% |
| 30D | -8.6% | -3.0% | -5.5% | -3.8% |
| 3M | -17.7% | +2.8% | -20.5% | -20.6% |
| 6M | +36.4% | +10.9% | +25.4% | +18.6% |
| YTD | +74.5% | +12.5% | +62.1% | +49.5% |
| 1Y | +159.4% | +12.0% | +147.5% | +125.1% |
| 3Y | +361.6% | +56.3% | +305.3% | +147.2% |
| 5Y | +425.2% | +42.9% | +382.3% | +234.7% |
| All | +3,549.0% | +200.3% | +3,348.8% | +759.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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