+1,236.1%
LSCC vs VO
+196.6%
+1,039.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.1% | +7.3% | +7.3% |
| 7D | +13.0% | -2.6% | +15.5% | +18.0% |
| 30D | -19.8% | -0.9% | -18.9% | -18.4% |
| 3M | -18.4% | -3.0% | -15.4% | -13.8% |
| 6M | -16.1% | +2.2% | -18.3% | -17.3% |
| YTD | +42.7% | +10.6% | +32.2% | +26.6% |
| 1Y | +68.0% | +12.5% | +55.5% | +45.5% |
| 3Y | +85.8% | +61.4% | +24.5% | +1.4% |
| 5Y | +28.0% | +33.4% | -5.4% | -3.8% |
| All | +1,236.1% | +196.6% | +1,039.6% | +386.2% |
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