+37.6%
LCII price history and return analytics
+224.5%
-186.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -0.3% | +0.4% | -0.8% | -1.0% |
| 30D | -3.2% | +1.0% | -4.2% | -4.5% |
| 3M | +8.0% | +2.4% | +5.6% | +4.2% |
| 6M | -22.0% | +12.0% | -34.0% | -33.3% |
| YTD | -12.8% | +15.3% | -28.2% | -28.5% |
| 1Y | +1.1% | +22.6% | -21.5% | -23.9% |
| 3Y | -9.3% | +74.7% | -84.0% | -57.6% |
| 5Y | -8.9% | +66.1% | -75.0% | -53.6% |
| All | +37.6% | +224.5% | -186.8% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling