+162.0%
LTH vs VOO
+79.1%
+82.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | +1.5% | +0.5% | +1.0% | +0.9% |
| 30D | -3.1% | -0.9% | -2.1% | -2.0% |
| 3M | +28.1% | +3.9% | +24.2% | +21.8% |
| 6M | +67.4% | +14.5% | +52.9% | +41.2% |
| YTD | +59.8% | +13.0% | +46.8% | +37.2% |
| 1Y | +45.6% | +19.4% | +26.2% | +16.2% |
| 3Y | +162.0% | +78.9% | +83.1% | -8.7% |
| All | +162.0% | +79.1% | +82.9% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling