+725.0%
VTV vs LSCC
+1,009.1%
-284.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.6% |
| 7D | +0.5% | +1.3% | -0.8% | +0.3% |
| 30D | +1.1% | -9.7% | +10.8% | +2.8% |
| 3M | +5.9% | -23.7% | +29.6% | +9.8% |
| 6M | +11.6% | +26.5% | -14.9% | +4.8% |
| YTD | +19.8% | +57.5% | -37.7% | +7.4% |
| 1Y | +26.2% | +75.7% | -49.4% | +10.2% |
| 3Y | +68.5% | +19.5% | +49.0% | +49.8% |
| 5Y | +79.9% | +83.8% | -3.9% | +40.2% |
| 10Y | +229.7% | +1,772.4% | -1,542.7% | +49.5% |
| All | +725.0% | +1,009.1% | -284.1% | +169.9% |
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