+291.9%
VTI vs LSCC
+1,398.6%
-1,106.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.4% | -6.0% | +0.7% |
| 7D | +0.2% | +19.3% | -19.1% | -3.7% |
| 30D | -2.9% | -9.6% | +6.8% | -1.4% |
| 3M | -2.6% | -12.4% | +9.8% | -0.9% |
| 6M | +2.8% | -10.5% | +13.2% | +2.6% |
| YTD | +11.6% | +54.8% | -43.2% | -3.0% |
| 1Y | +13.6% | +79.4% | -65.7% | -4.7% |
| 3Y | +79.9% | +109.6% | -29.7% | +36.4% |
| 5Y | +64.3% | +40.4% | +23.9% | +28.9% |
| 10Y | +291.9% | +1,379.1% | -1,087.2% | +80.4% |
| All | +291.9% | +1,398.6% | -1,106.7% | +80.4% |
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