+350.3%
LPTH vs VOO
+314.4%
+35.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.3% | -7.2% | -7.0% |
| 7D | +5.9% | -0.9% | +6.8% | +7.4% |
| 30D | -14.8% | -2.3% | -12.5% | -12.4% |
| 3M | -42.6% | -1.2% | -41.4% | -41.4% |
| 6M | -41.3% | +3.3% | -44.7% | -41.6% |
| YTD | -30.4% | +12.3% | -42.7% | -34.9% |
| 1Y | -6.5% | +12.5% | -19.0% | -12.2% |
| 3Y | +469.7% | +79.2% | +390.5% | +292.0% |
| 5Y | +300.0% | +75.7% | +224.3% | +177.6% |
| 10Y | +350.3% | +313.7% | +36.6% | +145.6% |
| All | +350.3% | +314.4% | +35.9% | +145.6% |
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