-1.3%
LTRX vs VOO
+77.4%
-78.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +2.2% |
| 7D | +0.4% | -0.8% | +1.2% | +1.7% |
| 30D | -15.1% | -1.1% | -14.0% | -13.5% |
| 3M | -23.8% | +3.9% | -27.7% | -27.6% |
| 6M | -14.7% | +13.6% | -28.3% | -27.7% |
| YTD | -10.6% | +12.7% | -23.3% | -22.7% |
| 1Y | +14.7% | +17.6% | -2.9% | -5.2% |
| 3Y | -1.3% | +77.3% | -78.6% | -46.1% |
| All | -1.3% | +77.4% | -78.7% | -46.1% |
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 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