+44.0%
LCII price history and return analytics
+224.4%
-180.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -2.0% |
| 7D | -6.5% | -0.7% | -5.8% | -5.8% |
| 30D | +23.2% | -1.7% | +25.0% | +25.9% |
| 3M | -8.1% | -2.3% | -5.8% | -5.5% |
| 6M | -12.0% | +1.5% | -13.5% | -14.4% |
| YTD | -17.1% | +12.0% | -29.2% | -29.6% |
| 1Y | -7.9% | +12.9% | -20.8% | -22.6% |
| 3Y | +1.2% | +74.9% | -73.7% | -53.0% |
| 5Y | -22.7% | +59.9% | -82.6% | -58.6% |
| 10Y | +44.0% | +224.6% | -180.6% | -70.2% |
| All | +44.0% | +224.4% | -180.3% | -70.2% |
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