-74.9%
LEE vs VOO
+315.3%
-390.2%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.1% |
| 7D | -5.6% | -0.4% | -5.2% | -5.4% |
| 30D | -6.9% | -1.4% | -5.5% | -5.9% |
| 3M | -27.1% | +3.7% | -30.9% | -29.0% |
| 6M | -12.1% | +13.0% | -25.1% | -19.7% |
| YTD | +58.0% | +12.4% | +45.6% | +44.7% |
| 1Y | +78.5% | +18.6% | +59.9% | +57.6% |
| 3Y | -29.9% | +78.1% | -108.0% | -54.1% |
| 5Y | -68.5% | +82.3% | -150.7% | -79.8% |
| 10Y | -74.9% | +322.5% | -397.4% | -92.6% |
| All | -74.9% | +315.3% | -390.2% | -92.6% |
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 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