+135.2%
LTH vs VOO
+86.0%
+49.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | -4.0% | -0.4% | -3.6% | -3.5% |
| 30D | -1.7% | -1.4% | -0.3% | +0.1% |
| 3M | +28.0% | +3.7% | +24.3% | +21.1% |
| 6M | +54.1% | +13.0% | +41.0% | +29.4% |
| YTD | +57.1% | +12.4% | +44.6% | +33.0% |
| 1Y | +45.8% | +18.6% | +27.2% | +14.2% |
| 3Y | +157.6% | +78.1% | +79.5% | +9.9% |
| All | +135.2% | +86.0% | +49.2% | +4.3% |
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 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