+29,020.3%
LRCX vs VTR
+1,502.7%
+27,517.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -6.0% |
| 7D | +1.8% | -1.8% | +3.6% | +2.3% |
| 30D | -4.3% | +4.0% | -8.3% | -5.4% |
| 3M | -7.3% | +7.8% | -15.2% | -10.3% |
| 6M | +38.6% | +6.4% | +32.2% | +34.1% |
| YTD | +74.4% | +18.3% | +56.1% | +63.5% |
| 1Y | +179.1% | +33.9% | +145.2% | +151.6% |
| 3Y | +357.7% | +134.3% | +223.4% | +244.3% |
| 5Y | +424.9% | +90.3% | +334.6% | +316.8% |
| 10Y | +3,642.4% | +100.1% | +3,542.2% | +2,562.1% |
| All | +29,020.3% | +1,502.7% | +27,517.6% | +11,608.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling