+110.1%
LTL vs VOO
+315.3%
-205.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.0% |
| 7D | -2.9% | -0.4% | -2.6% | -2.4% |
| 30D | -2.3% | -1.4% | -1.0% | -0.3% |
| 3M | -3.2% | +3.7% | -6.9% | -8.1% |
| 6M | -14.1% | +13.0% | -27.1% | -27.8% |
| YTD | -15.7% | +12.4% | -28.1% | -28.7% |
| 1Y | -13.0% | +18.6% | -31.6% | -31.8% |
| 3Y | +120.2% | +78.1% | +42.1% | +2.3% |
| 5Y | +97.2% | +82.3% | +14.9% | -7.8% |
| 10Y | +110.1% | +322.5% | -212.4% | -61.3% |
| All | +110.1% | +315.3% | -205.2% | -61.3% |
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