-95.8%
LVLU price history and return analytics
+58.3%
-154.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.6% | -0.3% | -27.3% | -27.3% |
| 7D | -22.2% | +2.4% | -24.5% | -23.8% |
| 30D | -39.3% | -1.5% | -37.8% | -38.8% |
| 3M | -46.7% | -4.1% | -42.6% | -44.6% |
| 6M | -11.4% | +0.6% | -12.0% | -12.3% |
| YTD | +57.8% | +11.0% | +46.7% | +40.4% |
| 1Y | +44.2% | +13.3% | +30.9% | +25.8% |
| 3Y | -73.7% | +73.4% | -147.1% | -86.1% |
| 5Y | -96.0% | +57.4% | -153.4% | -97.7% |
| All | -95.8% | +58.3% | -154.1% | -97.6% |
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