+19.5%
LSCC vs VO
+33.1%
-13.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -3.5% | -5.1% | -1.5% |
| 7D | -4.8% | -3.3% | -1.5% | +2.4% |
| 30D | -27.1% | -1.8% | -25.3% | -24.1% |
| 3M | -23.6% | -3.4% | -20.2% | -17.6% |
| 6M | -19.8% | +3.0% | -22.8% | -22.7% |
| YTD | +33.2% | +10.7% | +22.5% | +13.3% |
| 1Y | +55.2% | +11.8% | +43.4% | +29.8% |
| 3Y | +70.1% | +60.4% | +9.7% | -22.8% |
| 5Y | +19.5% | +33.6% | -14.1% | -17.1% |
| All | +19.5% | +33.1% | -13.6% | -17.1% |
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