+146.5%
ASX vs LVS
-31.5%
+178.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.5% | -10.4% | -4.5% |
| 7D | -14.6% | +13.4% | -28.0% | -15.8% |
| 30D | -21.1% | +12.2% | -33.3% | -22.1% |
| 3M | -3.1% | -10.7% | +7.7% | -1.2% |
| 6M | +17.4% | -19.8% | +37.2% | +22.6% |
| YTD | +135.3% | -35.8% | +171.1% | +152.9% |
| 1Y | +146.5% | -31.8% | +178.3% | +163.4% |
| All | +146.5% | -31.5% | +178.0% | +163.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling