+424.9%
LRCX vs VOO
+80.3%
+344.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.4% |
| 7D | +1.8% | -2.0% | +3.8% | +5.9% |
| 30D | -4.3% | -1.7% | -2.6% | -1.0% |
| 3M | -7.3% | +4.7% | -12.1% | -13.8% |
| 6M | +38.6% | +12.6% | +26.0% | +14.1% |
| YTD | +74.4% | +11.8% | +62.7% | +46.9% |
| 1Y | +179.1% | +17.5% | +161.6% | +117.1% |
| 3Y | +357.7% | +77.0% | +280.7% | +80.9% |
| 5Y | +424.9% | +82.6% | +342.3% | +108.7% |
| All | +424.9% | +80.3% | +344.5% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling