+208.1%
LRCX vs VTR
+36.9%
+171.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +4.1% |
| 7D | +1.9% | -1.7% | +3.6% | +1.1% |
| 30D | +0.1% | -2.4% | +2.5% | -1.3% |
| 3M | -8.5% | +14.8% | -23.3% | -6.6% |
| 6M | +38.1% | +5.3% | +32.7% | +43.0% |
| YTD | +80.1% | +18.1% | +62.0% | +87.4% |
| 1Y | +208.1% | +36.7% | +171.3% | +217.3% |
| All | +208.1% | +36.9% | +171.2% | +217.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling