+36.7%
VTR vs LSCC
+72.9%
-36.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -4.0% | -1.9% |
| 7D | -1.7% | +1.3% | -3.0% | -1.6% |
| 30D | -2.4% | -9.7% | +7.2% | -2.8% |
| 3M | +14.8% | -23.7% | +38.5% | +14.5% |
| 6M | +5.3% | +26.5% | -21.1% | +2.8% |
| YTD | +18.1% | +57.5% | -39.4% | +16.5% |
| 1Y | +36.7% | +75.7% | -39.0% | +35.4% |
| All | +36.7% | +72.9% | -36.2% | +35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling