-94.2%
LVLU price history and return analytics
+63.6%
-157.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.7% |
| 7D | -6.6% | +1.0% | -7.6% | -7.5% |
| 30D | -38.0% | -0.2% | -37.8% | -37.8% |
| 3M | +36.4% | +4.5% | +31.8% | +30.5% |
| 6M | -12.6% | +14.1% | -26.6% | -23.4% |
| YTD | +116.9% | +14.8% | +102.1% | +87.5% |
| 1Y | +175.4% | +21.2% | +154.2% | +126.0% |
| 3Y | -63.8% | +76.6% | -140.4% | -81.1% |
| All | -94.2% | +63.6% | -157.9% | -96.8% |
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