+133.8%
ADI vs LVS
+8.6%
+125.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.5% | -3.6% |
| 7D | +9.5% | -0.8% | +10.3% | +9.6% |
| 30D | -1.4% | +10.0% | -11.4% | -4.7% |
| 3M | +4.7% | -11.0% | +15.8% | +8.1% |
| 6M | -7.4% | -20.1% | +12.7% | -1.5% |
| YTD | +48.1% | -36.3% | +84.4% | +68.5% |
| 1Y | +69.6% | -36.8% | +106.5% | +93.6% |
| 3Y | +144.4% | -9.5% | +153.9% | +134.7% |
| All | +133.8% | +8.6% | +125.1% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 5y: compounded portfolio wealth divided by compounded LVS 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…
5y analysis · Full analysis span regression · 6 months rolling