+2,984.7%
LSCC vs VTEB
+28.2%
+2,956.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.2% | +10.2% |
| 7D | +14.5% | +0.5% | +14.0% | +14.2% |
| 30D | -0.1% | +4.1% | -4.2% | -2.3% |
| 3M | -2.7% | -0.4% | -2.2% | -2.3% |
| 6M | -4.8% | -0.4% | -4.4% | -4.5% |
| YTD | +66.9% | +0.6% | +66.2% | +66.7% |
| 1Y | +85.8% | +0.8% | +85.1% | +85.6% |
| 3Y | +115.6% | +11.7% | +103.9% | +102.7% |
| 5Y | +48.8% | +3.8% | +45.1% | +42.2% |
| 10Y | +1,490.3% | +23.7% | +1,466.5% | +1,809.6% |
| All | +2,984.7% | +28.2% | +2,956.5% | +4,036.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling