-49.6%
LEGN vs VOO
+163.9%
-213.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -3.5% |
| 7D | -13.4% | -0.8% | -12.6% | -12.9% |
| 30D | -9.7% | -1.1% | -8.7% | -9.0% |
| 3M | -48.6% | +3.9% | -52.5% | -50.2% |
| 6M | -8.0% | +13.6% | -21.7% | -16.6% |
| YTD | -14.3% | +12.7% | -27.0% | -22.2% |
| 1Y | -44.9% | +17.6% | -62.5% | -51.6% |
| 3Y | -73.4% | +77.3% | -150.7% | -83.6% |
| 5Y | -50.1% | +84.1% | -134.3% | -70.3% |
| All | -49.6% | +163.9% | -213.6% | -78.3% |
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