-88.3%
LVWR vs VOO
+82.8%
-171.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.6% |
| 6M | -26.9% | +13.6% | -40.6% | -38.5% |
| YTD | -74.2% | +12.7% | -86.9% | -78.0% |
| 1Y | -77.2% | +17.6% | -94.7% | -81.4% |
| 3Y | -89.3% | +77.3% | -166.6% | -93.4% |
| All | -88.3% | +82.8% | -171.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling