-79.0%
LEDS vs VOO
+82.6%
-161.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +5.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.7% |
| 30D | -5.7% | +0.1% | -5.8% | -6.0% |
| 3M | +1.5% | +2.0% | -0.5% | -0.6% |
| 6M | +33.1% | +13.0% | +20.1% | +16.3% |
| YTD | +31.3% | +13.6% | +17.8% | +14.3% |
| 1Y | +18.7% | +20.1% | -1.4% | -2.2% |
| 3Y | +11.3% | +77.6% | -66.3% | -42.1% |
| All | -79.0% | +82.6% | -161.5% | -87.9% |
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