-88.3%
LVO price history and return analytics
+65.7%
-154.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.6% | +11.7% | +12.0% |
| 7D | +18.4% | -0.1% | +18.5% | +18.5% |
| 30D | -10.3% | -0.7% | -9.6% | -9.3% |
| 3M | -36.0% | +4.0% | -40.0% | -39.8% |
| 6M | -23.8% | +12.3% | -36.1% | -36.5% |
| YTD | -16.7% | +14.0% | -30.8% | -31.7% |
| 1Y | -20.3% | +20.3% | -40.6% | -39.5% |
| 3Y | -73.3% | +75.4% | -148.7% | -88.5% |
| 5Y | -88.3% | +66.0% | -154.3% | -93.9% |
| All | -88.3% | +65.7% | -154.0% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling