+9,921.6%
LRCX vs VO
+825.6%
+9,096.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +12.7% | +3.1% | +9.6% | +8.5% |
| 30D | -21.3% | +2.2% | -23.5% | -22.8% |
| 3M | -32.9% | -2.5% | -30.4% | -29.9% |
| 6M | -23.4% | +7.0% | -30.4% | -28.3% |
| YTD | +32.4% | +14.0% | +18.4% | +15.5% |
| 1Y | +48.0% | +15.6% | +32.4% | +27.0% |
| 3Y | +243.9% | +66.2% | +177.8% | +91.9% |
| 5Y | +280.6% | +36.6% | +244.0% | +184.3% |
| 10Y | +2,547.5% | +199.0% | +2,348.5% | +738.5% |
| All | +9,921.6% | +825.6% | +9,096.0% | +653.3% |
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