+5.0%
LVS vs WU
-43.8%
+48.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.3% |
| 7D | -0.8% | -2.0% | +1.2% | -0.2% |
| 30D | +10.0% | +11.4% | -1.4% | +6.6% |
| 3M | -11.0% | -6.8% | -4.2% | -9.4% |
| 6M | -20.1% | -14.6% | -5.5% | -17.4% |
| YTD | -36.3% | -20.6% | -15.7% | -32.9% |
| 1Y | -36.8% | -15.4% | -21.5% | -35.0% |
| 3Y | -9.5% | -23.6% | +14.1% | -5.8% |
| All | +5.0% | -43.8% | +48.8% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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