+200.8%
LRCX vs VRT
+112.1%
+88.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.6% | +8.2% | +4.4% |
| 7D | +9.5% | +2.4% | +7.1% | +7.5% |
| 30D | +3.1% | -2.7% | +5.8% | +4.3% |
| 3M | -3.4% | -9.2% | +5.8% | +2.5% |
| 6M | +49.7% | -0.5% | +50.2% | +50.0% |
| YTD | +84.9% | +62.3% | +22.5% | +40.3% |
| 1Y | +200.8% | +109.6% | +91.3% | +105.9% |
| All | +200.8% | +112.1% | +88.7% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling