+43.4%
LE vs VOO
+78.8%
-35.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.5% |
| 7D | -0.5% | -0.6% | +0.1% | +0.6% |
| 30D | -9.6% | -3.6% | -6.0% | -4.6% |
| 3M | -27.4% | -2.7% | -24.7% | -24.4% |
| 6M | -17.7% | +2.2% | -19.9% | -20.4% |
| YTD | -34.6% | +10.9% | -45.5% | -43.5% |
| 1Y | -42.1% | +11.3% | -53.4% | -50.2% |
| 3Y | +43.4% | +76.9% | -33.6% | -16.6% |
| All | +43.4% | +78.8% | -35.4% | -16.6% |
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