+161.3%
LLYVA price history and return analytics
+70.3%
+91.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.6% |
| 7D | -4.4% | -2.0% | -2.4% | -2.4% |
| 30D | -7.1% | -1.4% | -5.7% | -5.7% |
| 3M | -2.9% | +4.7% | -7.6% | -7.9% |
| 6M | -4.8% | +11.4% | -16.1% | -16.2% |
| YTD | +14.6% | +13.1% | +1.5% | -1.0% |
| 1Y | -4.5% | +19.0% | -23.6% | -22.8% |
| 3Y | +197.3% | +73.9% | +123.3% | +48.0% |
| All | +161.3% | +70.3% | +91.0% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling