+1,246.4%
LRCX vs VRT
+1,936.0%
-689.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.6% | +0.2% | -1.7% |
| 7D | +12.7% | +10.5% | +2.2% | +7.9% |
| 30D | -21.3% | -9.3% | -11.9% | -17.7% |
| 3M | -32.9% | -29.6% | -3.3% | -21.7% |
| 6M | -23.4% | -45.4% | +22.0% | -0.5% |
| YTD | +32.4% | +24.8% | +7.6% | +21.2% |
| 1Y | +48.0% | +23.6% | +24.4% | +35.7% |
| 3Y | +243.9% | +379.7% | -135.7% | +66.5% |
| 5Y | +280.6% | +660.3% | -379.7% | +34.0% |
| All | +1,246.4% | +1,936.0% | -689.6% | +212.6% |
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 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