+207.5%
LVLU price history and return analytics
+23.4%
+184.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +5.9% |
| 7D | -9.4% | +0.1% | -9.5% | -9.5% |
| 30D | -36.3% | +0.8% | -37.2% | -36.7% |
| 3M | +45.8% | +2.8% | +43.1% | +43.7% |
| 6M | -21.3% | +13.0% | -34.2% | -27.6% |
| YTD | +128.5% | +15.4% | +113.2% | +97.5% |
| All | +207.5% | +23.4% | +184.1% | +95.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling