+1,763.3%
LSCC vs VO
+194.4%
+1,568.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.3% |
| 7D | +1.3% | -0.3% | +1.6% | +1.7% |
| 30D | -9.7% | -0.3% | -9.3% | -9.1% |
| 3M | -23.7% | +2.9% | -26.7% | -26.2% |
| 6M | +26.5% | +9.3% | +17.1% | +13.0% |
| YTD | +57.5% | +14.2% | +43.3% | +32.2% |
| 1Y | +75.7% | +15.3% | +60.4% | +46.3% |
| 3Y | +19.5% | +56.2% | -36.8% | -32.3% |
| 5Y | +83.8% | +42.4% | +41.3% | +26.0% |
| All | +1,763.3% | +194.4% | +1,568.9% | +576.0% |
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