+9.1%
LVS vs ACI
+25.9%
-16.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.5% | +0.2% | -1.6% | -1.5% |
| 30D | -3.2% | +5.9% | -9.1% | -3.2% |
| 3M | -12.0% | -19.8% | +7.8% | -12.0% |
| 6M | -19.9% | -24.7% | +4.8% | -19.9% |
| YTD | -30.6% | -24.4% | -6.2% | -30.6% |
| 1Y | -17.7% | -31.5% | +13.7% | -17.9% |
| 3Y | -14.2% | -38.7% | +24.5% | -14.4% |
| 5Y | +9.6% | -42.8% | +52.4% | +9.8% |
| All | +9.1% | +25.9% | -16.8% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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