+12,259.7%
LRCX vs VTI
+955.3%
+11,304.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.2% |
| 7D | -3.1% | -0.9% | -2.2% | -1.7% |
| 30D | -8.6% | -1.4% | -7.1% | -6.4% |
| 3M | -17.7% | +3.6% | -21.3% | -21.0% |
| 6M | +36.4% | +13.6% | +22.7% | +15.4% |
| YTD | +74.5% | +12.9% | +61.6% | +50.3% |
| 1Y | +159.4% | +17.2% | +142.2% | +113.3% |
| 3Y | +361.6% | +75.7% | +285.9% | +115.7% |
| 5Y | +425.2% | +75.4% | +349.8% | +159.0% |
| 10Y | +3,645.0% | +303.3% | +3,341.7% | +498.3% |
| All | +12,259.7% | +955.3% | +11,304.4% | +450.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling