-71.1%
LEE vs VOO
+309.6%
-380.7%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.7% |
| 7D | +16.2% | +2.6% | +13.7% | +14.1% |
| 30D | +13.1% | -2.0% | +15.1% | +14.5% |
| 3M | -5.7% | -2.8% | -2.9% | -4.0% |
| 6M | -2.0% | +2.2% | -4.2% | -3.7% |
| YTD | +59.9% | +11.5% | +48.4% | +47.0% |
| 1Y | +66.5% | +13.5% | +53.0% | +50.7% |
| 3Y | -13.4% | +78.1% | -91.5% | -43.3% |
| 5Y | -63.0% | +73.1% | -136.2% | -75.3% |
| All | -71.1% | +309.6% | -380.7% | -89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling