+6.4%
LVS price history and return analytics
+65.7%
-59.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | -0.5% |
| 7D | -3.5% | -1.1% | -2.4% | -2.2% |
| 30D | -6.2% | -1.0% | -5.3% | -5.1% |
| 3M | -14.8% | +3.2% | -18.0% | -18.5% |
| 6M | -20.9% | +12.5% | -33.3% | -32.4% |
| YTD | -33.0% | +14.1% | -47.1% | -44.0% |
| 1Y | -20.0% | +18.9% | -38.9% | -36.7% |
| 3Y | -6.9% | +74.1% | -81.0% | -55.8% |
| All | +6.4% | +65.7% | -59.3% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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