-65.5%
LVLU price history and return analytics
+72.7%
-138.2%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.9% | -6.9% | -7.2% |
| 7D | -8.6% | -2.0% | -6.6% | -7.5% |
| 30D | -43.7% | -1.4% | -42.2% | -43.2% |
| 3M | +36.6% | +4.7% | +31.8% | +33.3% |
| 6M | -31.1% | +11.4% | -42.5% | -35.1% |
| YTD | +108.9% | +13.1% | +95.9% | +94.2% |
| 1Y | +164.7% | +19.0% | +145.7% | +139.5% |
| All | -65.5% | +72.7% | -138.2% | -67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling