-65.5%
LE vs VOO
+67.9%
-133.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.8% |
| 7D | -1.9% | -2.7% | +0.8% | +2.3% |
| 30D | -12.2% | -5.4% | -6.9% | -4.7% |
| 3M | -27.8% | -4.1% | -23.7% | -23.2% |
| 6M | -16.9% | +0.7% | -17.7% | -18.3% |
| YTD | -35.7% | +8.7% | -44.5% | -43.3% |
| 1Y | -41.3% | +11.0% | -52.3% | -49.7% |
| 3Y | +42.7% | +75.5% | -32.8% | -37.0% |
| All | -65.5% | +67.9% | -133.4% | -84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling