-94.6%
LVLU price history and return analytics
+62.6%
-157.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -3.3% |
| 7D | -10.8% | -1.1% | -9.7% | -9.8% |
| 30D | -37.2% | -1.0% | -36.2% | -36.5% |
| 3M | +35.3% | +3.2% | +32.2% | +31.4% |
| 6M | -26.6% | +12.5% | -39.1% | -34.8% |
| YTD | +103.9% | +14.1% | +89.9% | +77.4% |
| 1Y | +126.5% | +18.9% | +107.6% | +89.2% |
| 3Y | -66.4% | +74.1% | -140.5% | -82.2% |
| All | -94.6% | +62.6% | -157.2% | -96.9% |
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