-99.7%
LVO price history and return analytics
+177.4%
-277.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +1.9% |
| 7D | +6.9% | -0.7% | +7.6% | +8.4% |
| 30D | +7.3% | -1.7% | +9.1% | +10.8% |
| 3M | -39.0% | -2.3% | -36.7% | -36.4% |
| 6M | -44.8% | +1.5% | -46.4% | -45.2% |
| YTD | -41.1% | +12.0% | -53.1% | -48.1% |
| 1Y | -43.6% | +12.9% | -56.5% | -50.6% |
| 3Y | -75.2% | +74.9% | -150.1% | -87.0% |
| 5Y | -87.7% | +59.9% | -147.6% | -92.7% |
| All | -99.7% | +177.4% | -277.0% | -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