+287.5%
LEA vs VOO
+795.4%
-507.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | -6.1% | -0.6% | -5.6% | -5.6% |
| 30D | -7.1% | -3.6% | -3.5% | -3.2% |
| 3M | -8.8% | -2.7% | -6.0% | -6.0% |
| 6M | -20.6% | +2.2% | -22.9% | -23.1% |
| YTD | -2.7% | +10.9% | -13.6% | -14.4% |
| 1Y | +3.9% | +11.3% | -7.4% | -9.0% |
| 3Y | -6.8% | +76.9% | -83.7% | -54.0% |
| 5Y | -30.2% | +73.5% | -103.7% | -64.3% |
| 10Y | +11.5% | +307.7% | -296.1% | -79.4% |
| All | +287.5% | +795.4% | -507.9% | -68.6% |
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