-79.5%
LPL vs VOO
+817.1%
-896.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +1.2% | +0.1% | +1.2% | +1.2% |
| 3M | -39.9% | +2.0% | -41.9% | -40.8% |
| 6M | -23.1% | +13.0% | -36.1% | -32.0% |
| YTD | -21.6% | +13.6% | -35.2% | -31.1% |
| 1Y | -26.3% | +20.1% | -46.4% | -39.2% |
| 3Y | -34.7% | +77.6% | -112.2% | -66.1% |
| 5Y | -63.3% | +82.4% | -145.7% | -81.6% |
| 10Y | -75.5% | +316.8% | -392.3% | -95.7% |
| All | -79.5% | +817.1% | -896.6% | -98.9% |
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 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