+58.9%
LEO vs VOO
+803.9%
-745.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.6% |
| 7D | -1.8% | +3.3% | -5.1% | -2.5% |
| 30D | +6.3% | -2.7% | +9.0% | +6.9% |
| 3M | -4.0% | -1.7% | -2.3% | -3.7% |
| 6M | -5.4% | +3.1% | -8.6% | -6.1% |
| YTD | -3.3% | +11.9% | -15.3% | -5.6% |
| 1Y | -1.9% | +12.1% | -13.9% | -4.2% |
| 3Y | +23.4% | +78.6% | -55.2% | +9.4% |
| 5Y | -13.3% | +73.8% | -87.1% | -23.1% |
| 10Y | +12.6% | +312.3% | -299.7% | -13.8% |
| All | +58.9% | +803.9% | -745.0% | +9.3% |
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 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