+593.6%
LEN vs VOO
+817.1%
-223.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -4.9% | +0.1% | -5.0% | -4.9% |
| 3M | -8.5% | +2.0% | -10.5% | -10.7% |
| 6M | -20.7% | +13.0% | -33.7% | -31.5% |
| YTD | -17.4% | +13.6% | -31.0% | -29.3% |
| 1Y | -38.2% | +20.1% | -58.3% | -50.7% |
| 3Y | -24.9% | +77.6% | -102.4% | -63.8% |
| 5Y | -11.4% | +82.4% | -93.9% | -58.4% |
| 10Y | +110.0% | +316.8% | -206.8% | -67.1% |
| All | +593.6% | +817.1% | -223.5% | -68.4% |
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