-74.9%
LEE price history and return analytics
+222.7%
-297.5%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | -5.6% | -0.1% | -5.5% | -5.5% |
| 30D | -6.9% | -0.7% | -6.2% | -6.4% |
| 3M | -27.1% | +4.0% | -31.1% | -29.4% |
| 6M | -12.1% | +12.3% | -24.4% | -20.0% |
| YTD | +58.0% | +14.0% | +44.0% | +41.7% |
| 1Y | +78.5% | +20.3% | +58.2% | +53.8% |
| 3Y | -29.9% | +75.4% | -105.3% | -55.6% |
| 5Y | -68.5% | +66.0% | -134.4% | -79.1% |
| 10Y | -74.9% | +228.2% | -303.0% | -91.6% |
| All | -74.9% | +222.7% | -297.5% | -91.6% |
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