+12.6%
BND vs LVS
-8.3%
+20.9%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.0% | -0.6% |
| 7D | -0.9% | -4.3% | +3.4% | -0.9% |
| 30D | -1.0% | -6.8% | +5.9% | -0.9% |
| 3M | -1.2% | -15.6% | +14.4% | -1.0% |
| 6M | -2.0% | -20.6% | +18.6% | -1.7% |
| YTD | -1.2% | -33.4% | +32.2% | -0.7% |
| 1Y | -0.5% | -20.1% | +19.7% | -0.2% |
| All | +12.6% | -8.3% | +20.9% | +12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling