+5.1%
LEO price history and return analytics
+221.4%
-216.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -1.6% | +1.0% | -2.6% | -1.9% |
| 30D | -2.4% | -0.2% | -2.2% | -2.4% |
| 3M | -3.5% | +4.5% | -8.1% | -4.8% |
| 6M | -3.3% | +14.1% | -17.3% | -6.9% |
| YTD | -1.7% | +14.8% | -16.5% | -5.7% |
| 1Y | +4.0% | +21.2% | -17.2% | -1.8% |
| 3Y | +21.2% | +76.6% | -55.4% | +1.8% |
| 5Y | -18.3% | +66.6% | -84.9% | -30.5% |
| 10Y | +5.1% | +222.3% | -217.2% | -32.0% |
| All | +5.1% | +221.4% | -216.4% | -32.0% |
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 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