-75.0%
LEE price history and return analytics
+223.7%
-298.7%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | +0.4% |
| 7D | +12.3% | +0.4% | +11.9% | +11.7% |
| 30D | -11.3% | -2.6% | -8.7% | -9.6% |
| 3M | -17.6% | -3.2% | -14.3% | -15.6% |
| 6M | -15.4% | +0.9% | -16.4% | -16.2% |
| YTD | +40.9% | +11.3% | +29.6% | +28.5% |
| 1Y | +70.9% | +14.0% | +56.9% | +52.7% |
| 3Y | -24.7% | +75.8% | -100.6% | -52.5% |
| 5Y | -67.3% | +57.8% | -125.2% | -77.4% |
| 10Y | -75.0% | +219.8% | -294.8% | -90.7% |
| All | -75.0% | +223.7% | -298.7% | -90.7% |
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