+1,379.1%
LSCC vs VEU
+147.4%
+1,231.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.8% | +5.6% | +3.7% |
| 7D | +19.3% | +0.8% | +18.6% | +18.2% |
| 30D | -9.6% | -1.6% | -8.0% | -6.3% |
| 3M | -12.4% | -4.2% | -8.2% | -4.6% |
| 6M | -10.5% | -1.5% | -9.0% | -4.7% |
| YTD | +54.8% | +11.7% | +43.1% | +36.3% |
| 1Y | +79.4% | +15.6% | +63.8% | +49.9% |
| 3Y | +109.6% | +71.7% | +37.8% | +0.1% |
| 5Y | +40.4% | +49.5% | -9.1% | -14.2% |
| 10Y | +1,379.1% | +145.6% | +1,233.4% | +509.7% |
| All | +1,379.1% | +147.4% | +1,231.7% | +509.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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