-88.3%
LVWR vs VOO
+128.4%
-216.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | -1.7% | -2.0% | +0.2% | +0.5% |
| 30D | -2.6% | -1.7% | -0.9% | -0.7% |
| 3M | -5.0% | +4.7% | -9.8% | -11.8% |
| 6M | -29.8% | +12.6% | -42.4% | -39.7% |
| YTD | -74.4% | +11.8% | -86.2% | -77.8% |
| 1Y | -75.2% | +17.5% | -92.7% | -79.5% |
| 3Y | -89.2% | +77.0% | -166.2% | -93.1% |
| 5Y | -88.4% | +82.6% | -171.0% | -93.0% |
| All | -88.3% | +128.4% | -216.7% | -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 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