+3,549.0%
LRCX vs VUG
+424.7%
+3,124.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -1.3% |
| 7D | -3.1% | -0.5% | -2.6% | -2.3% |
| 30D | -8.6% | -1.0% | -7.6% | -7.2% |
| 3M | -17.7% | +3.5% | -21.2% | -20.7% |
| 6M | +36.4% | +14.2% | +22.2% | +15.0% |
| YTD | +74.5% | +8.5% | +66.1% | +59.6% |
| 1Y | +159.4% | +12.9% | +146.6% | +126.4% |
| 3Y | +361.6% | +85.6% | +275.9% | +103.1% |
| 5Y | +425.2% | +78.1% | +347.1% | +152.8% |
| All | +3,549.0% | +424.7% | +3,124.3% | +243.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling