-67.7%
LEE vs VOO
+806.9%
-874.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -2.5% |
| 7D | +4.6% | -0.9% | +5.5% | +4.9% |
| 30D | -5.0% | -2.3% | -2.6% | -3.4% |
| 3M | -14.9% | -1.2% | -13.8% | -14.3% |
| 6M | -12.9% | +3.3% | -16.2% | -15.3% |
| YTD | +43.8% | +12.3% | +31.5% | +30.0% |
| 1Y | +31.5% | +12.5% | +19.0% | +18.4% |
| 3Y | -21.8% | +79.2% | -101.0% | -52.0% |
| 5Y | -66.7% | +75.7% | -142.4% | -79.4% |
| 10Y | -74.5% | +313.7% | -388.2% | -93.1% |
| All | -67.7% | +806.9% | -874.6% | -97.4% |
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 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