+28.7%
LEVI price history and return analytics
+146.5%
-117.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.8% |
| 7D | +6.6% | -0.1% | +6.8% | +6.8% |
| 30D | +31.4% | -3.1% | +34.5% | +36.6% |
| 3M | +4.1% | -3.5% | +7.6% | +8.8% |
| 6M | +9.1% | +0.5% | +8.7% | +8.0% |
| YTD | +20.8% | +10.8% | +10.0% | +5.7% |
| 1Y | +18.8% | +11.9% | +6.9% | +2.6% |
| 3Y | +87.1% | +73.0% | +14.1% | -5.7% |
| 5Y | +3.9% | +58.6% | -54.7% | -40.8% |
| All | +28.7% | +146.5% | -117.8% | -59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling