+340.3%
LTC vs VOO
+803.9%
-463.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | 0.0% |
| 7D | -4.1% | +3.3% | -7.4% | -6.4% |
| 30D | +2.5% | -2.7% | +5.2% | +4.3% |
| 3M | +14.7% | -1.7% | +16.4% | +15.7% |
| 6M | +16.7% | +3.1% | +13.6% | +13.0% |
| YTD | +33.6% | +11.9% | +21.7% | +21.0% |
| 1Y | +30.0% | +12.1% | +18.0% | +17.5% |
| 3Y | +67.7% | +78.6% | -10.9% | +1.2% |
| 5Y | +76.3% | +73.8% | +2.5% | +6.4% |
| 10Y | +76.0% | +312.3% | -236.2% | -50.2% |
| All | +340.3% | +803.9% | -463.6% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling