+0.7%
LTPZ vs VOO
+79.1%
-78.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -3.1% | +3.3% | -6.4% | -3.6% |
| 30D | +1.3% | -2.7% | +4.0% | +1.7% |
| 3M | -3.7% | -1.7% | -1.9% | -3.5% |
| 6M | -6.3% | +3.1% | -9.4% | -6.8% |
| YTD | -6.9% | +11.9% | -18.9% | -8.7% |
| 1Y | -9.5% | +12.1% | -21.6% | -11.3% |
| All | +0.7% | +79.1% | -78.5% | -13.0% |
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 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