+402.9%
LTL vs VOO
+806.9%
-404.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | -0.1% |
| 7D | +6.7% | -0.9% | +7.6% | +7.8% |
| 30D | -5.9% | -2.3% | -3.5% | -2.9% |
| 3M | -6.4% | -1.2% | -5.2% | -4.8% |
| 6M | -15.1% | +3.3% | -18.4% | -18.6% |
| YTD | -19.9% | +12.3% | -32.3% | -31.1% |
| 1Y | -15.1% | +12.5% | -27.6% | -27.0% |
| 3Y | +102.6% | +79.2% | +23.4% | +0.2% |
| 5Y | +86.7% | +75.7% | +11.0% | -1.4% |
| 10Y | +123.0% | +313.7% | -190.7% | -51.1% |
| All | +402.9% | +806.9% | -404.0% | -58.5% |
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