+163.0%
LLYVA price history and return analytics
+71.9%
+91.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | -0.3% |
| 7D | -1.7% | -1.1% | -0.6% | -0.6% |
| 30D | -8.5% | -1.0% | -7.5% | -7.5% |
| 3M | -4.5% | +3.2% | -7.7% | -7.9% |
| 6M | -2.9% | +12.5% | -15.4% | -15.4% |
| YTD | +15.3% | +14.1% | +1.3% | -1.3% |
| 1Y | -5.0% | +18.9% | -23.9% | -23.0% |
| 3Y | +192.0% | +74.1% | +117.9% | +45.1% |
| All | +163.0% | +71.9% | +91.2% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling