+6.4%
LVS vs GEN
+31.4%
-24.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.5% |
| 7D | -3.9% | -3.0% | -0.9% | -3.2% |
| 30D | +7.1% | +24.7% | -17.6% | +1.4% |
| 3M | -13.2% | +4.1% | -17.3% | -14.6% |
| 6M | -22.8% | +36.0% | -58.8% | -29.4% |
| YTD | -38.0% | +10.9% | -48.9% | -40.5% |
| 1Y | -39.5% | +12.2% | -51.6% | -42.1% |
| 3Y | -12.2% | +63.3% | -75.5% | -23.4% |
| 5Y | +6.4% | +29.0% | -22.6% | -8.7% |
| All | +6.4% | +31.4% | -24.9% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling