+75.7%
LSCC vs VIG
+16.9%
+58.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +3.3% |
| 7D | +1.3% | -0.4% | +1.7% | +2.5% |
| 30D | -9.7% | -1.0% | -8.7% | -7.5% |
| 3M | -23.7% | +2.8% | -26.5% | -29.4% |
| 6M | +26.5% | +8.2% | +18.3% | +0.9% |
| YTD | +57.5% | +11.0% | +46.5% | +18.4% |
| 1Y | +75.7% | +16.1% | +59.5% | +25.0% |
| All | +75.7% | +16.9% | +58.8% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling