+293.9%
LRCX vs VT
+58.5%
+235.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.4% |
| 7D | +26.2% | +2.9% | +23.3% | +19.2% |
| 30D | -22.4% | -2.5% | -19.9% | -16.5% |
| 3M | -28.2% | -3.3% | -24.9% | -21.3% |
| 6M | -19.0% | +1.5% | -20.6% | -17.4% |
| YTD | +37.0% | +11.4% | +25.6% | +18.5% |
| 1Y | +45.5% | +11.9% | +33.6% | +25.3% |
| 3Y | +249.7% | +73.9% | +175.8% | +38.8% |
| 5Y | +293.9% | +57.9% | +236.0% | +92.5% |
| All | +293.9% | +58.5% | +235.3% | +92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling