-99.6%
LVO price history and return analytics
+179.9%
-279.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.3% |
| 7D | +16.6% | -2.0% | +18.6% | +19.4% |
| 30D | -13.6% | -1.4% | -12.2% | -12.0% |
| 3M | -37.3% | +4.7% | -42.0% | -40.8% |
| 6M | -22.7% | +11.4% | -34.1% | -32.6% |
| YTD | -16.5% | +13.1% | -29.6% | -28.1% |
| 1Y | -22.4% | +19.0% | -41.5% | -37.0% |
| 3Y | -73.2% | +73.9% | -147.1% | -86.0% |
| 5Y | -87.9% | +65.4% | -153.3% | -93.1% |
| All | -99.6% | +179.9% | -279.4% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling