+208.1%
LRCX vs VTV
+27.0%
+181.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.8% |
| 7D | +1.9% | +0.5% | +1.4% | +0.3% |
| 30D | +0.1% | +1.1% | -1.0% | -3.3% |
| 3M | -8.5% | +5.9% | -14.4% | -22.4% |
| 6M | +38.1% | +11.6% | +26.4% | +1.7% |
| YTD | +80.1% | +19.8% | +60.3% | +14.0% |
| 1Y | +208.1% | +26.2% | +181.8% | +76.2% |
| All | +208.1% | +27.0% | +181.1% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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