-3.3%
LVS vs GEN
+159.8%
-163.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.3% |
| 7D | -3.5% | -1.3% | -2.2% | -3.2% |
| 30D | -6.2% | +6.1% | -12.4% | -7.6% |
| 3M | -14.8% | +27.0% | -41.8% | -19.6% |
| 6M | -20.9% | +43.9% | -64.7% | -27.8% |
| YTD | -33.0% | +13.0% | -46.0% | -35.6% |
| 1Y | -20.0% | +4.0% | -24.0% | -21.6% |
| 3Y | -6.9% | +66.2% | -73.1% | -18.4% |
| 5Y | +9.1% | +23.2% | -14.1% | -0.3% |
| All | -3.3% | +159.8% | -163.1% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling