+53.2%
HAL vs LVS
+6.9%
+46.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | 0.0% |
| 7D | +2.6% | -3.9% | +6.5% | +3.6% |
| 30D | -0.1% | +7.1% | -7.1% | -2.1% |
| 3M | -1.1% | -13.2% | +12.1% | +2.1% |
| 6M | -20.7% | -22.8% | +2.1% | -15.8% |
| YTD | +17.5% | -38.0% | +55.5% | +31.5% |
| 1Y | +24.1% | -39.5% | +63.6% | +39.6% |
| 3Y | -8.4% | -12.2% | +3.8% | -10.8% |
| 5Y | +53.2% | +6.4% | +46.8% | +39.2% |
| All | +53.2% | +6.9% | +46.4% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling