+6.1%
LEO vs VOO
+315.3%
-309.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | -3.1% | -1.4% | -1.7% | -2.7% |
| 3M | -5.4% | +3.7% | -9.1% | -6.3% |
| 6M | -3.1% | +13.0% | -16.2% | -6.1% |
| YTD | -2.4% | +12.4% | -14.8% | -5.3% |
| 1Y | +3.3% | +18.6% | -15.3% | -1.2% |
| 3Y | +20.4% | +78.1% | -57.7% | +3.0% |
| 5Y | -18.1% | +82.3% | -100.4% | -30.8% |
| 10Y | +6.1% | +322.5% | -316.5% | -30.4% |
| All | +6.1% | +315.3% | -309.3% | -30.4% |
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 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