-85.0%
LEE price history and return analytics
+346.0%
-431.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -6.1% |
| 7D | +7.7% | -2.3% | +10.0% | +10.0% |
| 30D | -10.6% | -5.0% | -5.6% | -5.9% |
| 3M | -18.8% | -4.9% | -14.0% | -14.6% |
| 6M | -19.1% | -1.5% | -17.6% | -18.1% |
| YTD | +37.6% | +8.5% | +29.1% | +24.2% |
| 1Y | +61.9% | +11.4% | +50.5% | +41.8% |
| 3Y | -29.1% | +70.1% | -99.2% | -61.3% |
| 5Y | -68.0% | +53.7% | -121.8% | -80.9% |
| 10Y | -74.2% | +220.0% | -294.1% | -93.8% |
| All | -85.0% | +346.0% | -431.0% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling