+14,098.4%
LRCX vs VO
+821.9%
+13,276.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.9% |
| 7D | +10.4% | +0.6% | +9.8% | +9.4% |
| 30D | +2.9% | -1.1% | +4.0% | +4.5% |
| 3M | -1.2% | +4.5% | -5.7% | -5.9% |
| 6M | +60.9% | +11.1% | +49.8% | +43.1% |
| YTD | +87.5% | +13.5% | +74.0% | +63.0% |
| 1Y | +206.6% | +14.5% | +192.2% | +165.4% |
| 3Y | +392.1% | +58.1% | +334.0% | +189.9% |
| 5Y | +478.4% | +43.3% | +435.2% | +303.7% |
| 10Y | +3,821.0% | +193.2% | +3,627.8% | +1,158.8% |
| All | +14,098.4% | +821.9% | +13,276.5% | +962.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling