+310.7%
VOO vs LEN
+136.9%
+173.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -5.8% | +8.4% | +4.0% |
| 30D | -2.0% | +13.7% | -15.7% | -5.5% |
| 3M | -2.8% | -3.9% | +1.1% | -2.5% |
| 6M | +2.2% | -0.4% | +2.5% | +1.0% |
| YTD | +11.5% | -16.8% | +28.4% | +14.6% |
| 1Y | +13.5% | -29.5% | +43.0% | +21.5% |
| 3Y | +78.1% | -25.6% | +103.7% | +81.9% |
| 5Y | +73.1% | -13.2% | +86.4% | +64.6% |
| All | +310.7% | +136.9% | +173.8% | +188.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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