+85.8%
VOO vs LTH
+186.8%
-101.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -2.3% | +17.7% | -20.1% | -5.2% |
| 3M | -1.2% | +8.5% | -9.6% | -2.8% |
| 6M | +3.3% | +46.9% | -43.6% | -4.1% |
| YTD | +12.3% | +78.8% | -66.5% | 0.0% |
| 1Y | +12.5% | +84.9% | -72.4% | -0.6% |
| 3Y | +79.2% | +246.4% | -167.2% | +38.8% |
| 5Y | +75.7% | +129.6% | -53.9% | +32.5% |
| All | +85.8% | +186.8% | -101.0% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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