-71.1%
LEE price history and return analytics
+221.8%
-292.9%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.7% |
| 7D | +16.2% | +2.4% | +13.9% | +14.1% |
| 30D | +13.1% | -1.5% | +14.6% | +14.2% |
| 3M | -5.7% | -4.1% | -1.5% | -2.7% |
| 6M | -2.0% | +0.6% | -2.6% | -2.7% |
| YTD | +59.9% | +11.0% | +48.9% | +46.0% |
| 1Y | +66.5% | +13.3% | +53.2% | +49.2% |
| 3Y | -13.4% | +73.4% | -86.8% | -44.7% |
| 5Y | -63.0% | +57.4% | -120.4% | -74.4% |
| All | -71.1% | +221.8% | -292.9% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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