+80.4%
LFSC vs VT
+33.1%
+47.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.6% |
| 7D | +3.0% | -2.3% | +5.3% | +5.9% |
| 30D | +7.3% | -5.0% | +12.3% | +13.9% |
| 3M | -2.9% | -4.9% | +1.9% | +2.9% |
| 6M | +15.0% | -1.5% | +16.6% | +17.0% |
| YTD | +22.6% | +8.5% | +14.2% | +11.4% |
| 1Y | +43.4% | +11.4% | +32.0% | +26.5% |
| All | +80.4% | +33.1% | +47.3% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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