-34.2%
LOVE price history and return analytics
+152.1%
-186.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.1% | -3.9% |
| 7D | -8.3% | -0.7% | -7.6% | -7.3% |
| 30D | +8.5% | -1.7% | +10.3% | +11.6% |
| 3M | -10.3% | -2.3% | -8.0% | -7.0% |
| 6M | -1.7% | +1.5% | -3.3% | -5.3% |
| YTD | +7.0% | +12.0% | -5.1% | -13.8% |
| 1Y | +17.8% | +12.9% | +5.0% | -6.3% |
| 3Y | -5.6% | +74.9% | -80.5% | -63.9% |
| 5Y | -81.2% | +59.9% | -141.1% | -91.0% |
| All | -34.2% | +152.1% | -186.3% | -81.0% |
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