-29.0%
LEGN vs VOO
+14.7%
-43.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.6% | +4.4% | +5.1% |
| 7D | +1.1% | -0.7% | +1.8% | +1.4% |
| 30D | +21.3% | -1.1% | +22.3% | +21.8% |
| 3M | +19.0% | -0.3% | +19.4% | +19.0% |
| 6M | -14.1% | +7.4% | -21.4% | -16.7% |
| YTD | +4.7% | +13.4% | -8.6% | -4.6% |
| 1Y | -29.0% | +14.8% | -43.8% | -35.6% |
| All | -29.0% | +14.7% | -43.6% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling