+133.8%
VGT vs LSCC
+82.7%
+51.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | -0.3% |
| 7D | +1.0% | +1.3% | -0.3% | +0.5% |
| 30D | +1.3% | -9.7% | +11.0% | +4.6% |
| 3M | -1.1% | -23.7% | +22.6% | +7.0% |
| 6M | +32.6% | +26.5% | +6.1% | +19.7% |
| YTD | +29.0% | +57.5% | -28.5% | +6.8% |
| 1Y | +39.7% | +75.7% | -36.0% | +10.4% |
| 3Y | +120.9% | +19.5% | +101.5% | +86.5% |
| All | +133.8% | +82.7% | +51.1% | +48.2% |
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