-2.2%
LVS vs NDAQ
+382.2%
-384.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -2.7% | -1.6% | -1.1% | -2.0% |
| 30D | -4.7% | -1.5% | -3.2% | -4.1% |
| 3M | -15.6% | +8.0% | -23.6% | -19.0% |
| 6M | -18.6% | +7.7% | -26.4% | -22.1% |
| YTD | -32.3% | -2.3% | -29.9% | -32.5% |
| 1Y | -18.0% | +0.6% | -18.6% | -19.7% |
| 3Y | -5.8% | +90.9% | -96.8% | -33.0% |
| 5Y | +5.7% | +52.5% | -46.7% | -17.9% |
| All | -2.2% | +382.2% | -384.3% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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