-67.3%
LE vs VOO
+411.9%
-479.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.7% |
| 7D | -9.2% | +0.1% | -9.3% | -9.5% |
| 30D | -14.5% | +0.1% | -14.5% | -14.6% |
| 3M | -1.4% | +2.0% | -3.4% | -4.9% |
| 6M | -31.6% | +13.0% | -44.6% | -43.4% |
| YTD | -24.7% | +13.6% | -38.2% | -37.9% |
| 1Y | -24.5% | +20.1% | -44.6% | -42.5% |
| 3Y | +43.9% | +77.6% | -33.7% | -38.3% |
| 5Y | -61.3% | +82.4% | -143.7% | -83.5% |
| 10Y | -40.5% | +316.8% | -357.3% | -90.1% |
| All | -67.3% | +411.9% | -479.3% | -95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling