+286.2%
LRCX vs VRT
+624.8%
-338.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.9% |
| 7D | -3.6% | -17.7% | +14.1% | +5.2% |
| 30D | -30.3% | -20.0% | -10.2% | -23.0% |
| 3M | -27.3% | -28.1% | +0.7% | -16.1% |
| 6M | -24.2% | -42.8% | +18.6% | -3.9% |
| YTD | +30.3% | +20.0% | +10.3% | +22.4% |
| 1Y | +34.3% | +3.5% | +30.8% | +33.2% |
| 3Y | +232.6% | +366.1% | -133.5% | +72.8% |
| 5Y | +286.2% | +632.2% | -346.0% | +41.3% |
| All | +286.2% | +624.8% | -338.6% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling