+888.1%
LSCC vs ITOT
+896.7%
-8.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.1% |
| 30D | -9.7% | 0.0% | -9.7% | -9.6% |
| 3M | -23.7% | +2.0% | -25.7% | -24.7% |
| 6M | +26.5% | +13.0% | +13.4% | +8.1% |
| YTD | +57.5% | +14.0% | +43.6% | +33.5% |
| 1Y | +75.7% | +19.9% | +55.8% | +39.1% |
| 3Y | +19.5% | +75.8% | -56.4% | -42.3% |
| 5Y | +83.8% | +73.8% | +9.9% | -2.4% |
| 10Y | +1,772.4% | +295.9% | +1,476.5% | +226.8% |
| All | +888.1% | +896.7% | -8.6% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling