+243.9%
LRCX vs VO
+66.5%
+177.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +12.7% | +3.1% | +9.6% | +6.3% |
| 30D | -21.3% | +2.2% | -23.5% | -23.7% |
| 3M | -32.9% | -2.5% | -30.4% | -28.5% |
| 6M | -23.4% | +7.0% | -30.4% | -30.7% |
| YTD | +32.4% | +14.0% | +18.4% | +8.0% |
| 1Y | +48.0% | +15.6% | +32.4% | +18.0% |
| 3Y | +243.9% | +66.2% | +177.8% | +64.0% |
| All | +243.9% | +66.5% | +177.4% | +64.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling