-99.6%
LVO vs VOO
+265.0%
-364.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.1% |
| 7D | -3.0% | +0.5% | -3.6% | -3.7% |
| 30D | -16.1% | -0.9% | -15.2% | -15.1% |
| 3M | -44.8% | +3.9% | -48.7% | -47.2% |
| 6M | -30.2% | +14.5% | -44.7% | -40.2% |
| YTD | -25.0% | +13.0% | -38.0% | -34.3% |
| 1Y | -21.7% | +19.4% | -41.1% | -35.3% |
| 3Y | -75.9% | +78.9% | -154.8% | -87.0% |
| 5Y | -89.3% | +82.3% | -171.6% | -94.2% |
| All | -99.6% | +265.0% | -364.6% | -99.9% |
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