+78.6%
VTV vs LSCC
+104.5%
-25.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.4% | -6.5% | +1.1% |
| 7D | -0.5% | +19.3% | -19.9% | -2.5% |
| 30D | +3.1% | -9.6% | +12.7% | +3.9% |
| 3M | +1.8% | -12.4% | +14.3% | +2.8% |
| 6M | +10.9% | -10.5% | +21.3% | +10.7% |
| YTD | +20.9% | +54.8% | -33.9% | +11.7% |
| 1Y | +24.6% | +79.4% | -54.7% | +12.9% |
| 3Y | +78.6% | +109.6% | -31.0% | +51.0% |
| All | +78.6% | +104.5% | -25.9% | +51.0% |
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