+82.0%
LSCC vs VEU
+56.2%
+25.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +0.9% |
| 7D | +1.3% | +1.1% | +0.2% | -1.0% |
| 30D | -9.7% | +2.2% | -11.8% | -13.5% |
| 3M | -23.7% | +3.0% | -26.7% | -26.6% |
| 6M | +26.5% | +10.9% | +15.6% | +6.1% |
| YTD | +57.5% | +18.2% | +39.3% | +16.4% |
| 1Y | +75.7% | +28.3% | +47.4% | +10.9% |
| 3Y | +19.5% | +74.6% | -55.2% | -56.9% |
| All | +82.0% | +56.2% | +25.8% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling