+302,042.5%
LRCX vs VSH
+1,656.4%
+300,386.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.7% |
| 7D | +10.4% | +6.2% | +4.2% | +6.7% |
| 30D | +2.9% | -11.1% | +14.0% | +9.7% |
| 3M | -1.2% | -44.9% | +43.7% | +36.5% |
| 6M | +60.9% | +90.0% | -29.1% | +9.1% |
| YTD | +87.5% | +118.8% | -31.3% | +17.5% |
| 1Y | +206.6% | +109.0% | +97.7% | +96.0% |
| 3Y | +392.1% | +35.6% | +356.5% | +279.2% |
| 5Y | +478.4% | +66.7% | +411.7% | +306.1% |
| 10Y | +3,821.0% | +167.9% | +3,653.1% | +1,998.7% |
| All | +302,042.5% | +1,656.4% | +300,386.1% | +51,632.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling