+42.8%
LRCX vs VUG
+4.9%
+37.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.6% | -7.4% |
| 7D | -12.8% | -3.0% | -9.8% | -6.7% |
| 30D | -36.0% | -6.4% | -29.5% | -25.4% |
| 3M | -30.2% | -3.2% | -27.0% | -24.5% |
| 6M | -14.2% | +3.1% | -17.3% | -17.5% |
| YTD | +29.7% | +6.3% | +23.5% | +20.8% |
| 1Y | +42.8% | +5.2% | +37.6% | +36.5% |
| All | +42.8% | +4.9% | +37.9% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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