-72.1%
LE vs VOO
+390.1%
-462.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.8% |
| 7D | -1.9% | -2.7% | +0.8% | +2.4% |
| 30D | -12.2% | -5.4% | -6.9% | -4.5% |
| 3M | -27.8% | -4.1% | -23.7% | -23.1% |
| 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% | -49.8% |
| 3Y | +42.7% | +75.5% | -32.8% | -37.6% |
| 5Y | -65.9% | +68.4% | -134.2% | -83.6% |
| 10Y | -41.1% | +315.7% | -356.8% | -89.9% |
| All | -72.1% | +390.1% | -462.2% | -96.0% |
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