+4,665.4%
VRTX vs LVS
+69.2%
+4,596.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | +0.8% | -1.5% | +2.3% | +1.1% |
| 30D | +12.6% | -3.2% | +15.9% | +13.2% |
| 3M | +23.6% | -12.0% | +35.6% | +26.2% |
| 6M | +14.3% | -19.9% | +34.2% | +18.3% |
| YTD | +20.5% | -30.6% | +51.1% | +27.5% |
| 1Y | +37.6% | -17.7% | +55.3% | +40.7% |
| 3Y | +55.5% | -14.2% | +69.8% | +54.8% |
| 5Y | +175.7% | +9.6% | +166.1% | +152.3% |
| 10Y | +474.2% | +5.7% | +468.5% | +402.6% |
| All | +4,665.4% | +69.2% | +4,596.2% | +2,941.6% |
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