+403.4%
VNQ vs LSCC
+2,267.8%
-1,864.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.4% | -6.8% | -0.2% |
| 7D | +2.4% | +19.3% | -17.0% | -1.9% |
| 30D | +7.3% | -9.6% | +17.0% | +8.8% |
| 3M | -0.3% | -12.4% | +12.1% | +1.2% |
| 6M | +2.5% | -10.5% | +12.9% | +1.4% |
| YTD | +13.1% | +54.8% | -41.7% | -3.1% |
| 1Y | +11.9% | +79.4% | -67.5% | -7.7% |
| 3Y | +46.2% | +109.6% | -63.4% | +7.5% |
| 5Y | +7.4% | +40.4% | -33.0% | -18.3% |
| 10Y | +82.5% | +1,379.1% | -1,296.6% | -34.3% |
| All | +403.4% | +2,267.8% | -1,864.4% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling