+424.9%
LRCX vs VSH
+64.5%
+360.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.0% |
| 7D | +1.8% | +3.1% | -1.3% | -0.2% |
| 30D | -4.3% | -5.7% | +1.4% | -0.7% |
| 3M | -7.3% | -42.5% | +35.1% | +31.5% |
| 6M | +38.6% | +82.7% | -44.1% | -13.1% |
| YTD | +74.4% | +118.2% | -43.8% | -3.5% |
| 1Y | +179.1% | +109.7% | +69.4% | +57.1% |
| 3Y | +357.7% | +35.3% | +322.4% | +239.8% |
| 5Y | +424.9% | +65.6% | +359.3% | +215.4% |
| All | +424.9% | +64.5% | +360.4% | +215.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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