+40.4%
LRCX vs VRT
+5.7%
+34.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +2.5% |
| 7D | -3.6% | -17.7% | +14.1% | +8.7% |
| 30D | -30.3% | -20.0% | -10.2% | -20.2% |
| 3M | -27.3% | -28.1% | +0.7% | -11.7% |
| 6M | -24.2% | -42.8% | +18.6% | +5.1% |
| YTD | +30.3% | +20.0% | +10.3% | +20.3% |
| All | +40.4% | +5.7% | +34.7% | +34.6% |
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