+1,731.5%
LRCX vs VRT
+2,725.9%
-994.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.4% | +0.8% | +3.2% |
| 7D | +1.9% | +9.1% | -7.2% | -1.9% |
| 30D | +0.1% | +0.9% | -0.9% | -0.3% |
| 3M | -8.5% | -13.4% | +4.9% | -2.4% |
| 6M | +38.1% | +11.7% | +26.4% | +32.2% |
| YTD | +80.1% | +73.2% | +6.8% | +42.7% |
| 1Y | +208.1% | +123.4% | +84.6% | +119.6% |
| 3Y | +350.2% | +606.2% | -256.0% | +83.1% |
| 5Y | +430.7% | +899.9% | -469.2% | +65.1% |
| All | +1,731.5% | +2,725.9% | -994.4% | +268.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling