-72.3%
LVO price history and return analytics
+72.7%
-144.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.5% |
| 7D | +16.6% | -2.0% | +18.6% | +20.0% |
| 30D | -13.6% | -1.4% | -12.2% | -11.7% |
| 3M | -37.3% | +4.7% | -42.0% | -41.6% |
| 6M | -22.7% | +11.4% | -34.1% | -35.0% |
| YTD | -16.5% | +13.1% | -29.6% | -30.9% |
| 1Y | -22.4% | +19.0% | -41.5% | -40.5% |
| All | -72.3% | +72.7% | -144.9% | -88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling