+1,351.6%
LSCC vs ITOT
+287.5%
+1,064.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -4.8% |
| 7D | +7.0% | +2.5% | +4.5% | +3.0% |
| 30D | -2.3% | -1.7% | -0.6% | +1.8% |
| 3M | -12.5% | -3.4% | -9.2% | -5.7% |
| 6M | -10.6% | +2.1% | -12.7% | -10.5% |
| YTD | +52.7% | +11.5% | +41.2% | +34.2% |
| 1Y | +74.0% | +13.6% | +60.3% | +48.6% |
| 3Y | +104.8% | +77.2% | +27.6% | -5.8% |
| 5Y | +36.2% | +64.4% | -28.1% | -25.5% |
| All | +1,351.6% | +287.5% | +1,064.0% | +238.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling