+10.4%
LVS vs BEN
+38.1%
-27.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | +0.1% | -0.8% |
| 7D | -2.7% | +3.4% | -6.1% | -4.2% |
| 30D | -4.7% | +1.8% | -6.5% | -5.5% |
| 3M | -15.6% | +8.4% | -23.9% | -19.1% |
| 6M | -18.6% | +35.6% | -54.3% | -30.3% |
| YTD | -32.3% | +46.4% | -78.6% | -44.3% |
| 1Y | -18.0% | +46.3% | -64.3% | -32.9% |
| 3Y | -5.8% | +54.6% | -60.5% | -27.9% |
| All | +10.4% | +38.1% | -27.7% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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