+5.7%
LVS vs VO
+42.2%
-36.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -0.6% |
| 7D | -2.7% | -0.6% | -2.1% | -2.1% |
| 30D | -4.7% | -1.9% | -2.8% | -2.7% |
| 3M | -15.6% | +3.3% | -18.8% | -18.8% |
| 6M | -18.6% | +9.7% | -28.3% | -27.1% |
| YTD | -32.3% | +12.6% | -44.9% | -41.1% |
| 1Y | -18.0% | +13.6% | -31.7% | -29.5% |
| 3Y | -5.8% | +56.8% | -62.7% | -43.9% |
| 5Y | +5.7% | +42.3% | -36.5% | -26.3% |
| All | +5.7% | +42.2% | -36.5% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling