+13,105.4%
LRCX vs VTV
+706.8%
+12,398.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -4.7% |
| 7D | +1.8% | -2.1% | +3.9% | +4.6% |
| 30D | -4.3% | -1.3% | -3.0% | -2.7% |
| 3M | -7.3% | +5.6% | -13.0% | -13.3% |
| 6M | +38.6% | +12.4% | +26.2% | +20.9% |
| YTD | +74.4% | +17.6% | +56.8% | +44.3% |
| 1Y | +179.1% | +23.5% | +155.6% | +117.9% |
| 3Y | +357.7% | +67.0% | +290.6% | +150.2% |
| 5Y | +424.9% | +80.5% | +344.3% | +170.1% |
| 10Y | +3,642.4% | +230.6% | +3,411.8% | +900.3% |
| All | +13,105.4% | +706.8% | +12,398.6% | +1,083.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling