-72.3%
LVO vs VOO
+75.9%
-148.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.1% |
| 7D | +16.6% | -2.0% | +18.5% | +19.9% |
| 30D | -13.6% | -1.7% | -11.9% | -11.4% |
| 3M | -37.3% | +4.7% | -42.0% | -41.4% |
| 6M | -22.7% | +12.6% | -35.3% | -35.3% |
| YTD | -16.5% | +11.8% | -28.3% | -28.9% |
| 1Y | -22.4% | +17.5% | -40.0% | -38.3% |
| All | -72.3% | +75.9% | -148.2% | -88.0% |
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