+162.1%
LTH vs VOO
+84.5%
+77.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.6% |
| 7D | -1.3% | +2.6% | -3.8% | -4.6% |
| 30D | +15.7% | -2.0% | +17.6% | +18.2% |
| 3M | +5.0% | -2.8% | +7.8% | +8.2% |
| 6M | +37.7% | +2.2% | +35.5% | +31.8% |
| YTD | +75.0% | +11.5% | +63.5% | +48.8% |
| 1Y | +82.6% | +13.5% | +69.2% | +51.5% |
| 3Y | +241.3% | +78.1% | +163.2% | +43.3% |
| 5Y | +135.4% | +73.1% | +62.3% | +2.7% |
| All | +162.1% | +84.5% | +77.6% | +16.6% |
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