-18.3%
LEO vs VOO
+82.3%
-100.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -1.6% | +0.5% | -2.2% | -1.7% |
| 30D | -2.4% | -0.9% | -1.5% | -2.2% |
| 3M | -3.5% | +3.9% | -7.4% | -4.3% |
| 6M | -3.3% | +14.5% | -17.8% | -5.9% |
| YTD | -1.7% | +13.0% | -14.7% | -4.2% |
| 1Y | +4.0% | +19.4% | -15.5% | +0.3% |
| 3Y | +21.2% | +78.9% | -57.7% | +7.3% |
| 5Y | -18.3% | +82.3% | -100.6% | -28.5% |
| All | -18.3% | +82.3% | -100.6% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling