+48.1%
LION vs VOO
+84.2%
-36.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.0% |
| 7D | +15.4% | -0.6% | +16.0% | +15.6% |
| 30D | +29.1% | -3.6% | +32.8% | +30.8% |
| 3M | +16.3% | -2.7% | +19.0% | +17.4% |
| 6M | +17.4% | +2.2% | +15.2% | +16.6% |
| YTD | +57.4% | +10.9% | +46.5% | +52.2% |
| 1Y | +105.3% | +11.3% | +94.0% | +98.2% |
| 3Y | +36.0% | +76.9% | -41.0% | +23.0% |
| All | +48.1% | +84.2% | -36.1% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling