+82.3%
VOO vs LEN
-10.6%
+92.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.6% |
| 7D | -0.4% | -3.4% | +3.0% | +0.5% |
| 30D | -1.4% | -5.7% | +4.3% | 0.0% |
| 3M | +3.7% | -12.2% | +15.9% | +6.7% |
| 6M | +13.0% | -18.3% | +31.3% | +18.0% |
| YTD | +12.4% | -20.2% | +32.6% | +17.4% |
| 1Y | +18.6% | -40.1% | +58.7% | +33.4% |
| 3Y | +78.1% | -26.2% | +104.2% | +78.5% |
| 5Y | +82.3% | -9.8% | +92.1% | +61.0% |
| All | +82.3% | -10.6% | +92.9% | +61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling