-3.1%
LTPZ vs VOO
+315.9%
-319.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +0.4% | +0.1% | +0.3% | +0.4% |
| 3M | -3.1% | +2.0% | -5.1% | -3.1% |
| 6M | -4.6% | +13.0% | -17.6% | -4.7% |
| YTD | -2.6% | +13.6% | -16.1% | -2.7% |
| 1Y | -1.9% | +20.1% | -21.9% | -2.0% |
| 3Y | +0.1% | +77.6% | -77.5% | +0.4% |
| 5Y | -30.5% | +82.4% | -112.9% | -30.7% |
| All | -3.1% | +315.9% | -319.0% | +4.4% |
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