+297.0%
LTRX vs VOO
+325.3%
-28.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +2.6% |
| 7D | +0.4% | -0.8% | +1.2% | +1.3% |
| 30D | -15.1% | -1.1% | -14.0% | -13.9% |
| 3M | -23.8% | +3.9% | -27.7% | -26.6% |
| 6M | -14.7% | +13.6% | -28.3% | -25.0% |
| YTD | -10.6% | +12.7% | -23.3% | -20.1% |
| 1Y | +14.7% | +17.6% | -2.9% | -1.5% |
| 3Y | -1.3% | +77.3% | -78.6% | -45.3% |
| 5Y | -21.1% | +84.1% | -105.2% | -57.3% |
| All | +297.0% | +325.3% | -28.3% | +14.1% |
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