+49.6%
LION vs VOO
+86.6%
-37.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.5% |
| 7D | +14.1% | -0.9% | +15.0% | +14.4% |
| 30D | +31.0% | -2.3% | +33.3% | +32.1% |
| 3M | +22.2% | -1.2% | +23.4% | +22.8% |
| 6M | +18.6% | +3.3% | +15.3% | +17.3% |
| YTD | +58.9% | +12.3% | +46.6% | +53.0% |
| 1Y | +111.8% | +12.5% | +99.3% | +103.8% |
| 3Y | +37.3% | +79.2% | -41.9% | +23.7% |
| All | +49.6% | +86.6% | -37.0% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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