+310.8%
LTC vs VOO
+817.1%
-506.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.4% |
| 7D | +1.5% | +0.1% | +1.3% | +1.4% |
| 30D | +6.9% | +0.1% | +6.9% | +6.9% |
| 3M | +19.9% | +2.0% | +17.9% | +17.6% |
| 6M | +9.9% | +13.0% | -3.1% | -0.6% |
| YTD | +24.7% | +13.6% | +11.1% | +12.1% |
| 1Y | +20.4% | +20.1% | +0.3% | +3.3% |
| 3Y | +52.2% | +77.6% | -25.4% | -7.3% |
| 5Y | +64.3% | +82.4% | -18.1% | -4.8% |
| 10Y | +41.2% | +316.8% | -275.7% | -60.2% |
| All | +310.8% | +817.1% | -506.2% | -49.0% |
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