+4,673.4%
VRTX vs LVS
+54.7%
+4,618.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | +0.1% |
| 7D | -0.4% | -1.3% | +0.9% | -0.2% |
| 30D | +7.9% | +12.2% | -4.3% | +5.7% |
| 3M | +3.3% | -11.3% | +14.6% | +5.3% |
| 6M | +25.7% | -21.6% | +47.3% | +30.7% |
| YTD | +20.7% | -36.6% | +57.3% | +29.5% |
| 1Y | +27.4% | -38.4% | +65.8% | +37.4% |
| 3Y | +46.4% | -10.2% | +56.6% | +44.4% |
| 5Y | +194.3% | +9.4% | +184.9% | +170.0% |
| 10Y | +494.6% | -11.3% | +505.9% | +436.5% |
| All | +4,673.4% | +54.7% | +4,618.7% | +2,991.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling