+2,602.9%
LEU vs VOO
+312.6%
+2,290.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +0.4% |
| 7D | +21.2% | -0.9% | +22.1% | +22.9% |
| 30D | -17.1% | -2.3% | -14.8% | -13.9% |
| 3M | -40.7% | -1.2% | -39.5% | -39.1% |
| 6M | -47.4% | +3.3% | -50.7% | -48.1% |
| YTD | -53.8% | +12.3% | -66.1% | -58.3% |
| 1Y | -59.3% | +12.5% | -71.8% | -63.1% |
| 3Y | +122.0% | +79.2% | +42.8% | +23.9% |
| 5Y | +40.2% | +75.7% | -35.5% | -17.1% |
| All | +2,602.9% | +312.6% | +2,290.3% | +772.9% |
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