+45.5%
LRCX vs VRT
+15.2%
+30.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.9% |
| 7D | +26.2% | +18.6% | +7.6% | +13.3% |
| 30D | -22.4% | -11.7% | -10.7% | -16.6% |
| 3M | -28.2% | -27.3% | -1.0% | -13.5% |
| 6M | -19.0% | -42.9% | +23.8% | +11.9% |
| YTD | +37.0% | +29.5% | +7.5% | +19.7% |
| 1Y | +45.5% | +21.0% | +24.4% | +30.4% |
| All | +45.5% | +15.2% | +30.3% | +30.4% |
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