-88.2%
LVWR vs VOO
+130.3%
-218.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | -0.1% |
| 7D | -10.9% | -0.8% | -10.2% | -10.1% |
| 30D | +1.8% | -1.1% | +2.9% | +3.1% |
| 3M | -3.4% | +3.9% | -7.3% | -9.2% |
| 6M | -26.9% | +13.6% | -40.6% | -37.9% |
| YTD | -74.2% | +12.7% | -86.9% | -77.8% |
| 1Y | -77.2% | +17.6% | -94.7% | -81.2% |
| 3Y | -89.3% | +77.3% | -166.6% | -93.2% |
| 5Y | -88.3% | +84.1% | -172.4% | -93.0% |
| All | -88.2% | +130.3% | -218.5% | -93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling