+84.0%
VNQ vs LSCC
+1,498.6%
-1,414.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.4% | -1.5% |
| 7D | -1.0% | +14.5% | -15.5% | -3.1% |
| 30D | +6.2% | -0.1% | +6.3% | +5.6% |
| 3M | +1.5% | -2.7% | +4.2% | +1.0% |
| 6M | +2.1% | -4.8% | +6.9% | +0.5% |
| YTD | +12.8% | +66.9% | -54.1% | +0.4% |
| 1Y | +10.4% | +85.8% | -75.4% | -3.6% |
| 3Y | +44.4% | +115.6% | -71.2% | +16.7% |
| 5Y | +7.4% | +48.8% | -41.4% | -11.8% |
| 10Y | +84.0% | +1,490.3% | -1,406.3% | +1.5% |
| All | +84.0% | +1,498.6% | -1,414.6% | +1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling