+647.0%
VRT vs LSCC
+36.6%
+610.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.4% | +1.2% | +4.8% |
| 7D | -10.6% | +19.3% | -29.9% | -19.1% |
| 30D | -17.4% | -9.6% | -7.8% | -12.6% |
| 3M | -26.4% | -12.4% | -14.0% | -20.9% |
| 6M | -41.0% | -10.5% | -30.5% | -38.3% |
| YTD | +23.8% | +54.8% | -31.0% | -4.1% |
| 1Y | +11.6% | +79.4% | -67.8% | -20.0% |
| 3Y | +403.5% | +109.6% | +293.9% | +202.2% |
| 5Y | +647.0% | +40.4% | +606.7% | +366.9% |
| All | +647.0% | +36.6% | +610.5% | +366.9% |
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