-94.0%
LVLU vs VOO
+75.3%
-169.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.8% |
| 7D | +5.7% | -0.4% | +6.1% | +6.1% |
| 30D | -37.4% | -1.4% | -36.0% | -36.5% |
| 3M | +47.0% | +3.7% | +43.3% | +42.1% |
| 6M | -11.1% | +13.0% | -24.1% | -20.7% |
| YTD | +126.4% | +12.4% | +114.0% | +101.8% |
| 1Y | +193.7% | +18.6% | +175.1% | +149.3% |
| 3Y | -62.2% | +78.1% | -140.3% | -79.8% |
| All | -94.0% | +75.3% | -169.3% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling