+207.5%
LVLU vs VOO
+21.4%
+186.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +6.0% |
| 7D | -9.4% | +0.3% | -9.7% | -9.6% |
| 30D | -36.3% | +0.2% | -36.6% | -36.4% |
| 3M | +45.8% | +2.8% | +43.0% | +43.7% |
| 6M | -21.3% | +14.3% | -35.5% | -26.9% |
| YTD | +128.5% | +14.0% | +114.5% | +106.3% |
| All | +207.5% | +21.4% | +186.1% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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