+277.1%
LRCX vs VUG
+62.0%
+215.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.4% | -1.9% |
| 7D | +12.7% | +2.5% | +10.2% | +8.9% |
| 30D | -21.3% | -6.3% | -15.0% | -11.3% |
| 3M | -32.9% | -6.0% | -26.9% | -24.6% |
| 6M | -23.4% | -3.5% | -19.9% | -15.7% |
| YTD | +32.4% | +3.9% | +28.4% | +32.0% |
| 1Y | +48.0% | +5.1% | +42.9% | +46.0% |
| 3Y | +243.9% | +77.9% | +166.1% | +71.3% |
| All | +277.1% | +62.0% | +215.0% | +113.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling