+48.9%
LSCC vs VOO
+75.2%
-26.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.3% | +9.1% | +7.5% |
| 7D | +14.5% | -0.9% | +15.4% | +17.5% |
| 30D | -0.1% | -2.3% | +2.3% | +6.7% |
| 3M | -2.7% | -1.2% | -1.5% | +1.6% |
| 6M | -4.8% | +3.3% | -8.1% | -7.7% |
| YTD | +66.9% | +12.3% | +54.5% | +37.7% |
| 1Y | +85.8% | +12.5% | +73.3% | +53.2% |
| 3Y | +115.6% | +79.2% | +36.4% | -24.7% |
| All | +48.9% | +75.2% | -26.3% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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