-65.5%
LVLU vs VOO
+75.9%
-141.5%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -7.4% |
| 7D | -8.6% | -2.0% | -6.6% | -7.5% |
| 30D | -43.7% | -1.7% | -42.0% | -43.1% |
| 3M | +36.6% | +4.7% | +31.8% | +33.3% |
| 6M | -31.1% | +12.6% | -43.7% | -35.3% |
| YTD | +108.9% | +11.8% | +97.1% | +95.8% |
| 1Y | +164.7% | +17.5% | +147.1% | +141.4% |
| All | -65.5% | +75.9% | -141.5% | -67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling