+17.4%
IJH vs LVS
-31.5%
+48.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.5% | -5.9% | -0.3% |
| 7D | +1.7% | +13.4% | -11.7% | -0.1% |
| 30D | +1.2% | +12.2% | -11.0% | -0.4% |
| 3M | -3.4% | -10.7% | +7.3% | -2.1% |
| 6M | +3.7% | -19.8% | +23.5% | +6.8% |
| YTD | +13.9% | -35.8% | +49.7% | +20.9% |
| 1Y | +17.4% | -31.8% | +49.2% | +21.5% |
| All | +17.4% | -31.5% | +48.9% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling