+1,351.6%
LSCC vs VO
+197.6%
+1,153.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | +7.0% | +3.1% | +3.9% | +2.3% |
| 30D | -2.3% | +2.2% | -4.5% | -5.0% |
| 3M | -12.5% | -2.5% | -10.0% | -8.0% |
| 6M | -10.6% | +7.0% | -17.5% | -17.7% |
| YTD | +52.7% | +14.0% | +38.7% | +29.5% |
| 1Y | +74.0% | +15.6% | +58.3% | +44.7% |
| 3Y | +104.8% | +66.2% | +38.6% | +6.9% |
| 5Y | +36.2% | +36.6% | -0.4% | -1.3% |
| All | +1,351.6% | +197.6% | +1,153.9% | +411.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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