+913.4%
ASX vs LVS
+1.0%
+912.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.4% |
| 7D | +6.3% | +0.3% | +6.0% | +6.2% |
| 30D | +6.4% | -3.9% | +10.3% | +7.6% |
| 3M | +13.1% | -12.9% | +26.0% | +18.0% |
| 6M | +90.3% | -16.9% | +107.2% | +101.2% |
| YTD | +149.6% | -31.2% | +180.9% | +180.3% |
| 1Y | +249.2% | -16.4% | +265.6% | +263.0% |
| 3Y | +445.9% | -4.4% | +450.3% | +424.8% |
| 5Y | +477.7% | +6.7% | +471.1% | +407.1% |
| 10Y | +913.4% | +1.4% | +911.9% | +777.9% |
| All | +913.4% | +1.0% | +912.3% | +777.9% |
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