+6,353.5%
LRCX vs VYM
+484.2%
+5,869.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -4.9% |
| 7D | +1.8% | -1.9% | +3.7% | +4.5% |
| 30D | -4.3% | -2.6% | -1.7% | -0.8% |
| 3M | -7.3% | +3.6% | -10.9% | -11.6% |
| 6M | +38.6% | +8.7% | +29.9% | +24.9% |
| YTD | +74.4% | +14.1% | +60.3% | +47.9% |
| 1Y | +179.1% | +17.8% | +161.3% | +127.9% |
| 3Y | +357.7% | +64.5% | +293.1% | +145.3% |
| 5Y | +424.9% | +77.5% | +347.3% | +163.5% |
| 10Y | +3,642.4% | +206.1% | +3,436.2% | +908.2% |
| All | +6,353.5% | +484.2% | +5,869.3% | +722.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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