+361.6%
LRCX vs VTV
+67.6%
+294.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -1.4% |
| 7D | -3.1% | -1.1% | -2.0% | -0.9% |
| 30D | -8.6% | -1.0% | -7.5% | -6.8% |
| 3M | -17.7% | +4.6% | -22.3% | -24.7% |
| 6M | +36.4% | +13.5% | +22.8% | +8.3% |
| YTD | +74.5% | +18.5% | +56.0% | +29.4% |
| 1Y | +159.4% | +22.9% | +136.6% | +81.0% |
| 3Y | +361.6% | +67.8% | +293.7% | +100.6% |
| All | +361.6% | +67.6% | +294.0% | +100.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling