+38.6%
LRCX vs VTI
+12.4%
+26.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -3.6% |
| 7D | +1.8% | -2.0% | +3.8% | +9.0% |
| 30D | -4.3% | -1.9% | -2.4% | +2.2% |
| 3M | -7.3% | +4.5% | -11.9% | -18.1% |
| 6M | +38.6% | +12.6% | +26.0% | +4.2% |
| All | +38.6% | +12.4% | +26.2% | +4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling