+61.6%
VEA vs LSCC
+82.7%
-21.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.1% |
| 7D | +1.0% | +1.3% | -0.4% | +0.7% |
| 30D | +1.9% | -9.7% | +11.6% | +3.7% |
| 3M | +3.2% | -23.7% | +26.9% | +7.4% |
| 6M | +10.2% | +26.5% | -16.3% | +4.3% |
| YTD | +18.9% | +57.5% | -38.6% | +7.7% |
| 1Y | +29.3% | +75.7% | -46.4% | +14.2% |
| 3Y | +76.8% | +19.5% | +57.3% | +60.8% |
| All | +61.6% | +82.7% | -21.1% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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