+55.2%
LSCC vs VT
+10.7%
+44.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.5% | +3.1% |
| 7D | -4.8% | -4.2% | -0.7% | +8.0% |
| 30D | -27.1% | -5.8% | -21.3% | -12.6% |
| 3M | -23.6% | -5.2% | -18.4% | -9.5% |
| 6M | -19.8% | +0.1% | -20.0% | -15.5% |
| YTD | +33.2% | +8.2% | +25.0% | +16.8% |
| 1Y | +55.2% | +10.1% | +45.1% | +32.0% |
| All | +55.2% | +10.7% | +44.5% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling