+5.7%
LVS vs BB
-25.5%
+31.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | -2.7% | +1.8% | -4.6% | -3.1% |
| 30D | -4.7% | -12.2% | +7.5% | -2.6% |
| 3M | -15.6% | -12.3% | -3.2% | -15.4% |
| 6M | -18.6% | +122.7% | -141.3% | -35.2% |
| YTD | -32.3% | +104.5% | -136.7% | -45.0% |
| 1Y | -18.0% | +106.7% | -124.7% | -34.1% |
| 3Y | -5.8% | +70.0% | -75.8% | -26.2% |
| 5Y | +5.7% | -27.8% | +33.5% | +10.4% |
| All | +5.7% | -25.5% | +31.2% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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