+7,075.5%
LRCX vs VT
+355.4%
+6,720.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | -3.6% | -0.1% | -3.5% | -2.6% |
| 30D | -30.3% | -3.1% | -27.2% | -26.3% |
| 3M | -27.3% | -3.5% | -23.8% | -22.5% |
| 6M | -24.2% | +0.5% | -24.7% | -21.7% |
| YTD | +30.3% | +10.8% | +19.5% | +20.3% |
| 1Y | +34.3% | +11.9% | +22.4% | +22.9% |
| 3Y | +232.6% | +73.0% | +159.7% | +83.0% |
| 5Y | +286.2% | +58.6% | +227.6% | +150.0% |
| 10Y | +2,547.4% | +219.2% | +2,328.2% | +763.0% |
| All | +7,075.5% | +355.4% | +6,720.1% | +1,615.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling