+339.5%
LPTH vs VOO
+82.6%
+257.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.8% |
| 7D | -13.9% | +0.1% | -14.0% | -13.9% |
| 30D | -19.3% | +0.1% | -19.4% | -19.2% |
| 3M | -45.1% | +2.0% | -47.1% | -45.5% |
| 6M | -18.1% | +13.0% | -31.1% | -27.9% |
| YTD | -10.5% | +13.6% | -24.0% | -22.2% |
| 1Y | +69.1% | +20.1% | +49.0% | +40.6% |
| 3Y | +452.6% | +77.6% | +375.0% | +190.4% |
| All | +339.5% | +82.6% | +257.0% | +142.4% |
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