+416.0%
LRCX vs VTI
+74.4%
+341.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.5% |
| 7D | -3.1% | -0.9% | -2.2% | -1.4% |
| 30D | -8.6% | -1.4% | -7.1% | -5.9% |
| 3M | -17.7% | +3.6% | -21.3% | -21.9% |
| 6M | +36.4% | +13.6% | +22.7% | +11.2% |
| YTD | +74.5% | +12.9% | +61.6% | +45.2% |
| 1Y | +159.4% | +17.2% | +142.2% | +104.4% |
| 3Y | +361.6% | +75.7% | +285.9% | +89.9% |
| All | +416.0% | +74.4% | +341.7% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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