-7.2%
LEA vs VOO
+82.3%
-89.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.7% |
| 7D | +3.6% | +0.5% | +3.1% | +3.0% |
| 30D | +5.6% | -0.9% | +6.5% | +6.7% |
| 3M | -10.5% | +3.9% | -14.4% | -14.5% |
| 6M | +8.5% | +14.5% | -6.0% | -7.0% |
| YTD | +14.5% | +13.0% | +1.5% | -0.4% |
| 1Y | +17.2% | +19.4% | -2.2% | -4.4% |
| 3Y | -0.9% | +78.9% | -79.8% | -50.6% |
| 5Y | -7.2% | +82.3% | -89.5% | -54.3% |
| All | -7.2% | +82.3% | -89.5% | -54.3% |
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