+86.1%
LSCC vs VTEB
+1.5%
+84.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.9% |
| 7D | +1.4% | -0.7% | +2.1% | +2.5% |
| 30D | -10.0% | -2.1% | -8.0% | -7.2% |
| 3M | -16.1% | -2.7% | -13.4% | -12.6% |
| 6M | +27.4% | -2.1% | +29.5% | +31.8% |
| YTD | +56.9% | -1.1% | +58.0% | +60.3% |
| 1Y | +74.6% | +1.3% | +73.3% | +72.8% |
| 3Y | +26.0% | +9.0% | +17.0% | +6.7% |
| 5Y | +86.1% | +1.5% | +84.6% | +58.9% |
| All | +86.1% | +1.5% | +84.6% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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