+441.8%
LTL vs VOO
+817.1%
-375.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.9% |
| 7D | -2.0% | +0.1% | -2.2% | -2.1% |
| 30D | +1.3% | +0.1% | +1.2% | +1.3% |
| 3M | -3.9% | +2.0% | -5.9% | -6.4% |
| 6M | -14.1% | +13.0% | -27.1% | -26.6% |
| YTD | -13.8% | +13.6% | -27.3% | -26.9% |
| 1Y | -8.9% | +20.1% | -29.0% | -28.0% |
| 3Y | +123.6% | +77.6% | +46.0% | +12.4% |
| 5Y | +96.4% | +82.4% | +13.9% | -0.7% |
| 10Y | +125.3% | +316.8% | -191.5% | -51.2% |
| All | +441.8% | +817.1% | -375.3% | -56.0% |
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