-80.3%
LTBR vs VOO
+14.7%
-95.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -12.9% |
| 7D | -18.0% | -0.7% | -17.3% | -15.9% |
| 30D | -29.9% | -1.1% | -28.8% | -26.4% |
| 3M | -50.1% | -0.3% | -49.7% | -49.0% |
| 6M | -64.0% | +7.4% | -71.4% | -71.8% |
| YTD | -64.7% | +13.4% | -78.1% | -77.3% |
| 1Y | -80.3% | +14.8% | -95.1% | -87.9% |
| All | -80.3% | +14.7% | -95.0% | -87.9% |
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 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