-11.4%
LVLU price history and return analytics
+1.2%
-12.6%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.6% | -0.3% | -27.3% | -27.4% |
| 7D | -22.2% | +2.4% | -24.5% | -23.0% |
| 30D | -39.3% | -1.5% | -37.8% | -39.0% |
| 3M | -46.7% | -4.1% | -42.6% | -45.1% |
| 6M | -11.4% | +0.6% | -12.0% | -10.4% |
| All | -11.4% | +1.2% | -12.6% | -10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling