+82.0%
LSCC vs VO
+42.6%
+39.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.4% |
| 7D | +1.3% | -0.3% | +1.6% | +1.8% |
| 30D | -9.7% | -0.3% | -9.3% | -8.9% |
| 3M | -23.7% | +2.9% | -26.7% | -27.1% |
| 6M | +26.5% | +9.3% | +17.1% | +9.0% |
| YTD | +57.5% | +14.2% | +43.3% | +25.2% |
| 1Y | +75.7% | +15.3% | +60.4% | +38.0% |
| 3Y | +19.5% | +56.2% | -36.8% | -43.8% |
| All | +82.0% | +42.6% | +39.4% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling