-41.3%
LPL vs VOO
+12.2%
-53.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | -0.1% |
| 7D | +0.4% | -0.9% | +1.3% | +2.4% |
| 30D | -3.3% | -2.3% | -0.9% | +2.2% |
| 3M | -22.4% | -1.2% | -21.3% | -20.2% |
| 6M | -39.1% | +3.3% | -42.5% | -42.4% |
| YTD | -36.8% | +12.3% | -49.1% | -48.5% |
| All | -41.3% | +12.2% | -53.5% | -52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling