+3,549.0%
LRCX vs VTV
+234.5%
+3,314.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -1.1% |
| 7D | -3.1% | -1.1% | -2.0% | -1.4% |
| 30D | -8.6% | -1.0% | -7.5% | -7.1% |
| 3M | -17.7% | +4.6% | -22.3% | -23.2% |
| 6M | +36.4% | +13.5% | +22.8% | +13.7% |
| YTD | +74.5% | +18.5% | +56.0% | +37.2% |
| 1Y | +159.4% | +22.9% | +136.6% | +93.6% |
| 3Y | +361.6% | +67.8% | +293.7% | +121.3% |
| 5Y | +425.2% | +81.8% | +343.4% | +131.9% |
| All | +3,549.0% | +234.5% | +3,314.5% | +675.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling