+84.7%
LSCC vs ITOT
+74.8%
+9.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.7% |
| 7D | +1.3% | +0.1% | +1.2% | +1.1% |
| 30D | -9.7% | 0.0% | -9.7% | -9.7% |
| 3M | -23.7% | +2.0% | -25.7% | -25.3% |
| 6M | +26.5% | +13.0% | +13.4% | +1.2% |
| YTD | +57.5% | +14.0% | +43.6% | +24.4% |
| 1Y | +75.7% | +19.9% | +55.8% | +26.2% |
| 3Y | +19.5% | +75.8% | -56.4% | -56.9% |
| All | +84.7% | +74.8% | +9.8% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling