+76.5%
LTC vs VOO
+314.4%
-237.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -2.2% |
| 7D | -5.3% | -0.9% | -4.4% | -4.8% |
| 30D | +2.4% | -2.3% | +4.7% | +3.9% |
| 3M | +16.7% | -1.2% | +17.9% | +17.3% |
| 6M | +17.4% | +3.3% | +14.0% | +13.6% |
| YTD | +34.0% | +12.3% | +21.6% | +21.4% |
| 1Y | +28.7% | +12.5% | +16.2% | +16.3% |
| 3Y | +68.1% | +79.2% | -11.1% | +1.6% |
| 5Y | +74.4% | +75.7% | -1.3% | +5.2% |
| 10Y | +76.5% | +313.7% | -237.2% | -47.7% |
| All | +76.5% | +314.4% | -237.9% | -47.7% |
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 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