-31.8%
LVS vs VO
+16.3%
-48.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.9% | +5.6% | +5.9% |
| 7D | +13.4% | +1.0% | +12.4% | +12.7% |
| 30D | +12.2% | +2.6% | +9.6% | +10.3% |
| 3M | -10.7% | -0.3% | -10.5% | -10.6% |
| 6M | -19.8% | +7.6% | -27.4% | -24.4% |
| YTD | -35.8% | +14.7% | -50.5% | -42.7% |
| 1Y | -31.8% | +16.4% | -48.2% | -40.0% |
| All | -31.8% | +16.3% | -48.1% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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