+288.2%
LEA vs VOO
+806.9%
-518.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.4% |
| 7D | -7.5% | -0.9% | -6.6% | -6.6% |
| 30D | -6.4% | -2.3% | -4.0% | -4.0% |
| 3M | -9.4% | -1.2% | -8.2% | -8.4% |
| 6M | -19.2% | +3.3% | -22.5% | -22.7% |
| YTD | -2.5% | +12.3% | -14.8% | -15.6% |
| 1Y | +2.9% | +12.5% | -9.6% | -11.0% |
| 3Y | -6.6% | +79.2% | -85.8% | -54.6% |
| 5Y | -30.2% | +75.7% | -105.8% | -64.8% |
| 10Y | +11.9% | +313.7% | -301.8% | -79.7% |
| All | +288.2% | +806.9% | -518.7% | -69.1% |
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