-81.3%
LPA vs VOO
+50.6%
-131.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.5% |
| 7D | -3.8% | +0.5% | -4.4% | -3.7% |
| 30D | +0.3% | -0.9% | +1.3% | 0.0% |
| 3M | +5.3% | +3.9% | +1.4% | +6.7% |
| 6M | +11.9% | +14.5% | -2.6% | +18.5% |
| YTD | +9.9% | +13.0% | -3.1% | +15.4% |
| 1Y | -52.0% | +19.4% | -71.4% | -47.6% |
| All | -81.3% | +50.6% | -131.8% | +30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling