+78.9%
VOO vs LTH
+159.1%
-80.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | +0.5% | +1.5% | -1.0% | +0.3% |
| 30D | -0.9% | -3.1% | +2.1% | -0.5% |
| 3M | +3.9% | +28.1% | -24.2% | -0.5% |
| 6M | +14.5% | +67.4% | -52.9% | +4.4% |
| YTD | +13.0% | +59.8% | -46.8% | +3.6% |
| 1Y | +19.4% | +45.6% | -26.2% | +11.1% |
| 3Y | +78.9% | +162.0% | -83.1% | +53.3% |
| All | +78.9% | +159.1% | -80.3% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling