+3,982.2%
ASX vs LVS
+56.9%
+3,925.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +3.0% |
| 7D | -9.1% | +6.7% | -15.8% | -10.4% |
| 30D | -23.6% | +13.8% | -37.4% | -25.6% |
| 3M | -5.6% | -9.5% | +3.9% | -4.2% |
| 6M | +4.7% | -22.0% | +26.7% | +9.2% |
| YTD | +122.6% | -35.7% | +158.3% | +140.0% |
| 1Y | +133.0% | -36.7% | +169.7% | +151.9% |
| 3Y | +367.1% | -8.8% | +376.0% | +364.5% |
| 5Y | +504.7% | +9.5% | +495.2% | +470.6% |
| 10Y | +887.2% | -10.9% | +898.1% | +841.4% |
| All | +3,982.2% | +56.9% | +3,925.3% | +3,025.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling