-75.1%
LPL vs VOO
+314.0%
-389.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -0.6% |
| 7D | -0.3% | +0.5% | -0.8% | -0.9% |
| 30D | -1.2% | -0.9% | -0.3% | -0.2% |
| 3M | -34.3% | +3.9% | -38.2% | -36.6% |
| 6M | -16.6% | +14.5% | -31.2% | -26.6% |
| YTD | -22.6% | +13.0% | -35.5% | -30.8% |
| 1Y | -26.1% | +19.4% | -45.5% | -37.6% |
| 3Y | -32.4% | +78.9% | -111.2% | -63.1% |
| 5Y | -62.5% | +82.3% | -144.8% | -79.9% |
| 10Y | -75.1% | +314.2% | -389.3% | -94.1% |
| All | -75.1% | +314.0% | -389.1% | -94.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling