+13.5%
VT vs LVS
-35.7%
+49.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.6% | +6.8% | -8.4% | -2.4% |
| 30D | -2.5% | +6.5% | -9.0% | -3.2% |
| 3M | -1.3% | -17.9% | +16.6% | +0.9% |
| 6M | +3.1% | -27.4% | +30.5% | +7.2% |
| YTD | +10.9% | -39.7% | +50.6% | +17.1% |
| All | +13.5% | -35.7% | +49.2% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling