-65.1%
LEE vs VT
+66.2%
-131.3%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -2.9% | +0.4% | -3.3% | -3.2% |
| 30D | +2.0% | +1.0% | +1.0% | +1.3% |
| 3M | -26.1% | +2.4% | -28.5% | -27.3% |
| 6M | -11.3% | +12.0% | -23.3% | -18.3% |
| YTD | +69.7% | +15.3% | +54.4% | +52.8% |
| 1Y | +108.5% | +22.6% | +85.9% | +80.1% |
| 3Y | -29.5% | +74.7% | -104.2% | -52.7% |
| All | -65.1% | +66.2% | -131.3% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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