+208.1%
LRCX vs VTRS
+66.3%
+141.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | +1.9% | +3.3% | -1.4% | +1.6% |
| 30D | +0.1% | -3.6% | +3.7% | +0.4% |
| 3M | -8.5% | +7.0% | -15.4% | -9.5% |
| 6M | +38.1% | +17.5% | +20.6% | +31.5% |
| YTD | +80.1% | +38.8% | +41.3% | +71.3% |
| 1Y | +208.1% | +69.2% | +138.9% | +183.1% |
| All | +208.1% | +66.3% | +141.8% | +183.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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