+74.4%
LTC vs VOO
+75.1%
-0.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.7% |
| 7D | -5.3% | -0.9% | -4.4% | -5.1% |
| 30D | +2.4% | -2.3% | +4.7% | +3.1% |
| 3M | +16.7% | -1.2% | +17.9% | +17.0% |
| 6M | +17.4% | +3.3% | +14.0% | +15.7% |
| YTD | +34.0% | +12.3% | +21.6% | +28.0% |
| 1Y | +28.7% | +12.5% | +16.2% | +22.9% |
| 3Y | +68.1% | +79.2% | -11.1% | +30.3% |
| 5Y | +74.4% | +75.7% | -1.3% | +34.3% |
| All | +74.4% | +75.1% | -0.7% | +34.3% |
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