+46.2%
LVS vs VTRS
+14.9%
+31.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | -4.3% | -3.3% | -1.0% | -2.8% |
| 30D | -6.8% | +1.4% | -8.2% | -7.5% |
| 3M | -15.6% | +4.6% | -20.3% | -17.8% |
| 6M | -20.6% | +18.1% | -38.7% | -27.3% |
| YTD | -33.4% | +34.7% | -68.1% | -43.1% |
| 1Y | -20.1% | +65.6% | -85.8% | -38.4% |
| 3Y | -7.4% | +83.8% | -91.2% | -34.9% |
| 5Y | +8.5% | +46.5% | -38.0% | -18.4% |
| 10Y | -1.7% | -48.6% | +46.9% | +4.6% |
| All | +46.2% | +14.9% | +31.3% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 all: compounded portfolio wealth divided by compounded VTRS 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…
all analysis · Full analysis span regression · 6 months rolling