+2,664.2%
LRCX vs VT
+224.4%
+2,439.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +4.9% | +3.9% |
| 7D | +6.5% | -0.7% | +7.2% | +9.4% |
| 30D | -23.8% | -1.7% | -22.1% | -19.9% |
| 3M | -24.2% | -2.3% | -21.9% | -19.2% |
| 6M | -20.2% | +1.5% | -21.7% | -18.6% |
| YTD | +38.2% | +12.0% | +26.2% | +20.1% |
| 1Y | +48.9% | +12.9% | +36.0% | +28.3% |
| 3Y | +252.8% | +74.9% | +177.9% | +48.1% |
| 5Y | +304.3% | +59.9% | +244.4% | +108.9% |
| 10Y | +2,664.2% | +224.6% | +2,439.6% | +360.3% |
| All | +2,664.2% | +224.4% | +2,439.9% | +360.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling