+905.2%
VRT vs LSCC
+82.7%
+822.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.0% | +2.4% | +3.2% |
| 7D | +9.1% | +1.3% | +7.8% | +8.3% |
| 30D | +0.9% | -9.7% | +10.6% | +6.9% |
| 3M | -13.4% | -23.7% | +10.3% | +0.4% |
| 6M | +11.7% | +26.5% | -14.8% | -3.8% |
| YTD | +73.2% | +57.5% | +15.7% | +33.4% |
| 1Y | +123.4% | +75.7% | +47.7% | +61.7% |
| 3Y | +606.2% | +19.5% | +586.7% | +480.3% |
| All | +905.2% | +82.7% | +822.5% | +457.8% |
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