-96.5%
LYEL vs VOO
+95.2%
-191.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -3.3% |
| 7D | -16.8% | -0.8% | -16.0% | -15.7% |
| 30D | -15.6% | -1.1% | -14.5% | -14.3% |
| 3M | -12.8% | +3.9% | -16.7% | -18.0% |
| 6M | -52.4% | +13.6% | -66.1% | -60.9% |
| YTD | -61.1% | +12.7% | -73.9% | -67.8% |
| 1Y | -10.1% | +17.6% | -27.7% | -29.6% |
| 3Y | -70.1% | +77.3% | -147.4% | -87.6% |
| 5Y | -96.7% | +84.1% | -180.8% | -98.7% |
| All | -96.5% | +95.2% | -191.7% | -98.7% |
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