+13,532.6%
LRCX vs VUG
+1,251.8%
+12,280.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.8% |
| 7D | +1.9% | -0.1% | +2.0% | +2.0% |
| 30D | +0.1% | -0.3% | +0.4% | +0.6% |
| 3M | -8.5% | -0.7% | -7.8% | -5.8% |
| 6M | +38.1% | +14.6% | +23.4% | +17.2% |
| YTD | +80.1% | +9.0% | +71.0% | +64.6% |
| 1Y | +208.1% | +14.9% | +193.2% | +164.8% |
| 3Y | +350.2% | +86.0% | +264.2% | +106.3% |
| 5Y | +430.7% | +76.7% | +354.0% | +168.7% |
| 10Y | +3,633.2% | +411.3% | +3,221.9% | +384.0% |
| All | +13,532.6% | +1,251.8% | +12,280.8% | +361.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling