-97.0%
LVWR price history and return analytics
+57.0%
-154.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -36.3% | -0.3% | -36.0% | -35.9% |
| 7D | -45.4% | +2.4% | -47.7% | -47.1% |
| 30D | -80.9% | -1.5% | -79.4% | -80.3% |
| 3M | -76.0% | -4.1% | -71.9% | -74.5% |
| 6M | -79.2% | +0.6% | -79.7% | -79.5% |
| YTD | -93.2% | +11.0% | -104.2% | -94.1% |
| 1Y | -93.6% | +13.3% | -106.9% | -94.6% |
| 3Y | -96.7% | +73.4% | -170.1% | -98.0% |
| All | -97.0% | +57.0% | -154.0% | -98.2% |
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