+362.6%
LFVN price history and return analytics
+371.8%
-9.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | +1.8% | +1.0% | +0.8% | +1.2% |
| 30D | -5.5% | -0.2% | -5.2% | -5.4% |
| 3M | -40.3% | +4.5% | -44.8% | -42.0% |
| 6M | +31.8% | +14.1% | +17.7% | +21.7% |
| YTD | +5.4% | +14.8% | -9.3% | -2.8% |
| 1Y | -42.9% | +21.2% | -64.1% | -48.9% |
| 3Y | +3.4% | +76.6% | -73.2% | -25.0% |
| 5Y | -1.9% | +66.6% | -68.5% | -26.6% |
| 10Y | -40.5% | +222.3% | -262.7% | -66.9% |
| All | +362.6% | +371.8% | -9.2% | +233.9% |
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 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