-76.9%
LVO vs VT
+74.1%
-151.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +3.3% |
| 7D | -5.7% | +0.4% | -6.1% | -5.7% |
| 30D | -2.6% | -2.6% | 0.0% | +2.4% |
| 3M | -37.7% | -3.2% | -34.4% | -33.6% |
| 6M | -50.1% | +0.9% | -51.0% | -50.0% |
| YTD | -44.3% | +11.3% | -55.6% | -51.7% |
| 1Y | -47.5% | +14.0% | -61.5% | -55.9% |
| 3Y | -76.9% | +75.8% | -152.8% | -90.9% |
| All | -76.9% | +74.1% | -151.0% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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