-31.8%
LVS vs MSCI
+17.3%
-49.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.4% | +1.1% | +5.1% |
| 7D | +13.4% | +11.5% | +1.9% | +10.6% |
| 30D | +12.2% | +22.1% | -9.9% | +7.3% |
| 3M | -10.7% | +18.4% | -29.2% | -14.2% |
| 6M | -19.8% | +16.6% | -36.5% | -22.8% |
| YTD | -35.8% | +18.8% | -54.6% | -38.7% |
| 1Y | -31.8% | +19.0% | -50.8% | -33.6% |
| All | -31.8% | +17.3% | -49.1% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling