+38.6%
LSCC vs VO
+36.5%
+2.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.2% |
| 7D | +5.0% | -0.2% | +5.2% | +5.9% |
| 30D | -11.7% | +0.5% | -12.2% | -12.1% |
| 3M | -13.3% | -1.1% | -12.2% | -10.6% |
| 6M | -12.5% | +6.4% | -18.9% | -20.9% |
| YTD | +51.2% | +13.5% | +37.6% | +22.3% |
| 1Y | +65.9% | +13.6% | +52.3% | +34.4% |
| 3Y | +95.3% | +65.2% | +30.1% | -16.4% |
| 5Y | +38.6% | +37.7% | +0.9% | -8.3% |
| All | +38.6% | +36.5% | +2.1% | -8.3% |
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