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  • LIN vs LVS✓SelectedUSD · LVSLIN vs LVS performance historyLatest closeAs of-0.96%09/04
Stock and ETF performance explorer

LIN vs LVS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,512.2%
LVS return
+69.2%
Excess return
+1,442.9%
Maximum drawdown
-51.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioLVSExcessAlpha
1D-1.0%-0.3%-0.6%-0.9%
7D-2.1%-1.5%-0.6%-1.9%
30D-2.4%-3.2%+0.8%-1.9%
3M-5.6%-12.0%+6.4%-3.7%
6M-3.4%-19.9%+16.5%-0.2%
YTD+13.1%-30.6%+43.7%+19.3%
1Y+2.5%-17.7%+20.2%+4.5%
3Y+27.6%-14.2%+41.8%+27.3%
5Y+63.0%+9.6%+53.4%+51.6%
10Y+359.3%+5.7%+353.6%+317.1%
All+1,512.2%+69.2%+1,442.9%+959.0%

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