+842.6%
ASX vs LVS
-12.6%
+855.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.4% | +10.0% | +9.1% |
| 7D | -12.3% | +5.2% | -17.5% | -14.0% |
| 30D | -26.0% | +12.0% | -38.0% | -29.1% |
| 3M | -8.1% | -11.5% | +3.4% | -4.9% |
| 6M | +1.4% | -23.2% | +24.6% | +9.8% |
| YTD | +115.6% | -36.7% | +152.2% | +147.9% |
| 1Y | +128.0% | -36.8% | +164.8% | +162.2% |
| 3Y | +371.4% | -10.5% | +381.9% | +361.6% |
| 5Y | +469.4% | +5.1% | +464.3% | +402.9% |
| 10Y | +842.6% | -14.0% | +856.6% | +754.6% |
| All | +842.6% | -12.6% | +855.2% | +754.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling