+37.9%
LTPZ vs VOO
+777.9%
-739.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -1.1% | -2.7% | +1.7% | -1.3% |
| 30D | +5.0% | -5.4% | +10.3% | +4.5% |
| 3M | -1.7% | -4.1% | +2.4% | -2.0% |
| 6M | -5.1% | +0.7% | -5.9% | -5.0% |
| YTD | -4.8% | +8.7% | -13.6% | -4.1% |
| 1Y | -6.8% | +11.0% | -17.7% | -5.9% |
| 3Y | +2.5% | +75.5% | -73.0% | +8.8% |
| 5Y | -34.2% | +68.4% | -102.6% | -30.9% |
| 10Y | -1.6% | +315.7% | -317.3% | +30.8% |
| All | +37.9% | +777.9% | -739.9% | +128.9% |
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