-29.8%
LEE vs VOO
+80.9%
-110.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.1% | +2.0% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | -26.1% | +2.0% | -28.1% | -27.1% |
| 6M | -11.3% | +13.0% | -24.4% | -18.8% |
| YTD | +69.7% | +13.6% | +56.1% | +54.8% |
| 1Y | +108.5% | +20.1% | +88.4% | +82.6% |
| All | -29.8% | +80.9% | -110.6% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling