+159.4%
LRCX vs VUG
+13.0%
+146.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -2.0% |
| 7D | -3.1% | -0.5% | -2.6% | -2.0% |
| 30D | -8.6% | -1.0% | -7.6% | -6.6% |
| 3M | -17.7% | +3.5% | -21.2% | -22.8% |
| 6M | +36.4% | +14.2% | +22.2% | +6.8% |
| YTD | +74.5% | +8.5% | +66.1% | +53.2% |
| 1Y | +159.4% | +12.9% | +146.6% | +106.4% |
| All | +159.4% | +13.0% | +146.4% | +106.4% |
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