+1,740.6%
VRT vs LSCC
+1,300.3%
+440.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.1% | -3.7% | +0.4% |
| 7D | -21.4% | +13.0% | -34.3% | -25.4% |
| 30D | -25.8% | -19.8% | -6.0% | -18.5% |
| 3M | -33.5% | -18.4% | -15.1% | -27.5% |
| 6M | -49.0% | -16.1% | -32.9% | -45.4% |
| YTD | +12.9% | +42.7% | -29.8% | -1.7% |
| 1Y | 0.0% | +68.0% | -68.0% | -18.2% |
| 3Y | +361.8% | +85.8% | +276.0% | +248.5% |
| 5Y | +565.1% | +28.0% | +537.1% | +429.5% |
| All | +1,740.6% | +1,300.3% | +440.3% | +997.6% |
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