-81.1%
LPA vs VOO
+49.0%
-130.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.0% |
| 7D | -3.2% | -2.0% | -1.2% | -3.9% |
| 30D | +1.0% | -1.7% | +2.7% | +0.4% |
| 3M | +6.3% | +4.7% | +1.6% | +8.2% |
| 6M | +17.4% | +12.6% | +4.9% | +23.4% |
| YTD | +11.0% | +11.8% | -0.8% | +16.1% |
| 1Y | -51.4% | +17.5% | -69.0% | -47.4% |
| All | -81.1% | +49.0% | -130.1% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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