-99.7%
LVO price history and return analytics
+174.9%
-274.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.4% |
| 7D | +21.2% | +2.4% | +18.9% | +17.8% |
| 30D | +27.5% | -1.5% | +29.0% | +31.0% |
| 3M | -31.1% | -4.1% | -27.0% | -26.5% |
| 6M | -46.3% | +0.6% | -46.8% | -46.0% |
| YTD | -37.1% | +11.0% | -48.1% | -43.9% |
| 1Y | -30.8% | +13.3% | -44.1% | -39.8% |
| 3Y | -72.2% | +73.4% | -145.6% | -85.3% |
| 5Y | -86.6% | +57.4% | -144.1% | -91.9% |
| All | -99.7% | +174.9% | -274.5% | -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