-48.4%
LE vs VOO
+311.2%
-359.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.1% | -2.9% |
| 7D | -5.7% | +3.3% | -9.0% | -10.4% |
| 30D | -11.9% | -2.7% | -9.2% | -7.8% |
| 3M | -29.9% | -1.7% | -28.2% | -27.9% |
| 6M | -19.0% | +3.1% | -22.1% | -23.3% |
| YTD | -38.6% | +11.9% | -50.5% | -48.7% |
| 1Y | -46.1% | +12.1% | -58.2% | -55.1% |
| 3Y | +34.7% | +78.6% | -43.8% | -46.2% |
| 5Y | -68.5% | +73.8% | -142.3% | -86.4% |
| All | -48.4% | +311.2% | -359.6% | -92.2% |
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