+74.5%
VTI vs LSCC
+81.4%
-6.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.1% | -6.7% | -0.8% |
| 7D | -2.6% | +13.0% | -15.6% | -4.8% |
| 30D | -5.0% | -19.8% | +14.8% | -1.8% |
| 3M | -4.3% | -18.4% | +14.1% | -1.7% |
| 6M | +0.6% | -16.1% | +16.7% | +1.6% |
| YTD | +8.9% | +42.7% | -33.9% | -1.6% |
| 1Y | +11.1% | +68.0% | -56.9% | -2.8% |
| 3Y | +74.5% | +85.8% | -11.3% | +40.6% |
| All | +74.5% | +81.4% | -6.9% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling