+72.1%
LTC vs VOO
+81.6%
-9.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.4% |
| 7D | +2.4% | -0.4% | +2.7% | +2.5% |
| 30D | +8.4% | -1.4% | +9.8% | +8.9% |
| 3M | +17.9% | +3.7% | +14.2% | +16.4% |
| 6M | +13.0% | +13.0% | 0.0% | +8.1% |
| YTD | +28.7% | +12.4% | +16.3% | +23.2% |
| 1Y | +23.7% | +18.6% | +5.1% | +15.9% |
| 3Y | +61.5% | +78.1% | -16.5% | +26.4% |
| 5Y | +72.1% | +82.3% | -10.2% | +31.7% |
| All | +72.1% | +81.6% | -9.5% | +31.7% |
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