+6.5%
LEVI vs VOO
+203.8%
-197.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.9% |
| 7D | -0.5% | -0.4% | -0.2% | -0.1% |
| 30D | -13.8% | -1.4% | -12.4% | -12.4% |
| 3M | -13.1% | +3.7% | -16.8% | -16.9% |
| 6M | +9.3% | +13.0% | -3.8% | -5.6% |
| YTD | 0.0% | +12.4% | -12.4% | -13.0% |
| 1Y | -3.8% | +18.6% | -22.4% | -21.1% |
| 3Y | +57.5% | +78.1% | -20.5% | -19.2% |
| 5Y | -12.2% | +82.3% | -94.4% | -55.5% |
| All | +6.5% | +203.8% | -197.3% | -70.3% |
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 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