+2,723.0%
VRT vs LSCC
+1,445.3%
+1,277.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.0% | +2.4% | +3.5% |
| 7D | +9.1% | +1.3% | +7.8% | +8.5% |
| 30D | +0.9% | -9.7% | +10.6% | +5.5% |
| 3M | -13.4% | -23.7% | +10.3% | -2.9% |
| 6M | +11.7% | +26.5% | -14.8% | +0.9% |
| YTD | +73.2% | +57.5% | +15.7% | +44.5% |
| 1Y | +123.4% | +75.7% | +47.7% | +78.6% |
| 3Y | +606.2% | +19.5% | +586.7% | +508.4% |
| 5Y | +899.9% | +83.8% | +816.1% | +626.1% |
| All | +2,723.0% | +1,445.3% | +1,277.7% | +1,514.2% |
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