+1,481.1%
VTR vs LSCC
+709.8%
+771.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -4.0% | -2.3% |
| 7D | -1.7% | +1.3% | -3.0% | -1.9% |
| 30D | -2.4% | -9.7% | +7.2% | -1.0% |
| 3M | +14.8% | -23.7% | +38.5% | +18.0% |
| 6M | +5.3% | +26.5% | -21.1% | -0.8% |
| YTD | +18.1% | +57.5% | -39.4% | +6.9% |
| 1Y | +36.7% | +75.7% | -39.0% | +20.7% |
| 3Y | +130.1% | +19.5% | +110.6% | +105.4% |
| 5Y | +89.5% | +83.8% | +5.7% | +51.1% |
| 10Y | +87.4% | +1,772.4% | -1,685.0% | -3.7% |
| All | +1,481.1% | +709.8% | +771.3% | +544.4% |
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 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