-94.6%
LVLU vs VOO
+75.8%
-170.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -3.2% |
| 7D | -10.8% | -0.8% | -10.1% | -10.2% |
| 30D | -37.2% | -1.1% | -36.1% | -36.5% |
| 3M | +35.3% | +3.9% | +31.5% | +30.8% |
| 6M | -26.6% | +13.6% | -40.2% | -34.8% |
| YTD | +103.9% | +12.7% | +91.2% | +81.3% |
| 1Y | +126.5% | +17.6% | +108.9% | +93.8% |
| 3Y | -66.4% | +77.3% | -143.7% | -81.9% |
| All | -94.6% | +75.8% | -170.3% | -97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling