+416.0%
LRCX vs VWO
+34.0%
+382.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.1% |
| 7D | -3.1% | -1.8% | -1.3% | -0.1% |
| 30D | -8.6% | -0.1% | -8.5% | -8.3% |
| 3M | -17.7% | +2.2% | -19.9% | -19.0% |
| 6M | +36.4% | +8.8% | +27.6% | +24.2% |
| YTD | +74.5% | +12.4% | +62.2% | +52.9% |
| 1Y | +159.4% | +15.6% | +143.9% | +120.1% |
| 3Y | +361.6% | +62.5% | +299.1% | +144.5% |
| All | +416.0% | +34.0% | +382.0% | +251.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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