+416.0%
LRCX vs VTR
+87.5%
+328.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -8.6% | +1.1% | -9.7% | -8.9% |
| 3M | -17.7% | +7.9% | -25.6% | -20.8% |
| 6M | +36.4% | +6.2% | +30.2% | +31.4% |
| YTD | +74.5% | +17.7% | +56.8% | +61.8% |
| 1Y | +159.4% | +32.9% | +126.6% | +128.7% |
| 3Y | +361.6% | +129.7% | +231.9% | +209.9% |
| All | +416.0% | +87.5% | +328.5% | +260.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling