+75.0%
VTI vs LVS
+8.6%
+66.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.9% | -3.5% | +2.6% | -0.2% |
| 30D | -1.4% | -6.2% | +4.8% | -0.2% |
| 3M | +3.6% | -14.8% | +18.4% | +6.8% |
| 6M | +13.6% | -20.9% | +34.5% | +18.7% |
| YTD | +12.9% | -33.0% | +46.0% | +21.7% |
| 1Y | +17.2% | -20.0% | +37.2% | +21.0% |
| 3Y | +75.7% | -6.9% | +82.6% | +70.7% |
| All | +75.0% | +8.6% | +66.4% | +58.1% |
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