+176.4%
VRTX vs LVS
+4.5%
+171.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.1% |
| 7D | -3.4% | +0.3% | -3.7% | -3.4% |
| 30D | +6.6% | -3.9% | +10.5% | +7.0% |
| 3M | +19.4% | -12.9% | +32.3% | +20.7% |
| 6M | +15.8% | -16.9% | +32.8% | +17.5% |
| YTD | +16.7% | -31.2% | +47.9% | +20.1% |
| 1Y | +33.8% | -16.4% | +50.2% | +35.1% |
| 3Y | +54.2% | -4.4% | +58.6% | +52.0% |
| 5Y | +176.4% | +6.7% | +169.7% | +164.1% |
| All | +176.4% | +4.5% | +171.9% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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