-99.6%
LVO price history and return analytics
+184.1%
-283.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.1% |
| 7D | -3.0% | +1.0% | -4.0% | -4.3% |
| 30D | -16.1% | -0.2% | -15.9% | -15.7% |
| 3M | -44.8% | +4.5% | -49.4% | -47.8% |
| 6M | -30.2% | +14.1% | -44.2% | -40.8% |
| YTD | -25.0% | +14.8% | -39.8% | -36.5% |
| 1Y | -21.7% | +21.2% | -42.9% | -37.7% |
| 3Y | -75.9% | +76.6% | -152.5% | -87.6% |
| 5Y | -89.3% | +66.6% | -155.9% | -94.0% |
| All | -99.6% | +184.1% | -283.7% | -99.9% |
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 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