+1,144.5%
VUG vs LSCC
+838.1%
+306.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -8.6% | +3.1% | -3.5% |
| 7D | -7.1% | -4.8% | -2.3% | -6.3% |
| 30D | -12.1% | -27.1% | +15.0% | -6.0% |
| 3M | -8.1% | -23.6% | +15.5% | -3.3% |
| 6M | -3.2% | -19.8% | +16.6% | -0.5% |
| YTD | +0.5% | +33.2% | -32.8% | -9.4% |
| 1Y | -0.7% | +55.2% | -55.9% | -13.7% |
| 3Y | +77.1% | +70.1% | +7.0% | +42.4% |
| 5Y | +56.2% | +19.5% | +36.7% | +30.6% |
| 10Y | +394.1% | +1,164.9% | -770.8% | +136.7% |
| All | +1,144.5% | +838.1% | +306.4% | +327.5% |
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