+239.4%
LPTH vs VOO
+67.9%
+171.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | +0.3% | +14.5% | +14.4% |
| 7D | -12.8% | -2.7% | -10.1% | -8.9% |
| 30D | -32.1% | -5.4% | -26.7% | -25.8% |
| 3M | -41.2% | -4.1% | -37.2% | -36.8% |
| 6M | -45.1% | +0.7% | -45.9% | -43.8% |
| YTD | -34.6% | +8.7% | -43.4% | -39.0% |
| 1Y | -7.3% | +11.0% | -18.3% | -15.0% |
| 3Y | +349.7% | +75.5% | +274.2% | +143.6% |
| All | +239.4% | +67.9% | +171.5% | +115.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling