+15.2%
LION vs VOO
+88.7%
-73.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -13.9% | +0.1% | -14.0% | -14.0% |
| 3M | -17.3% | +2.0% | -19.3% | -17.9% |
| 6M | +18.5% | +13.0% | +5.4% | +13.7% |
| YTD | +22.3% | +13.6% | +8.8% | +17.3% |
| 1Y | +80.2% | +20.1% | +60.1% | +70.0% |
| 3Y | +7.2% | +77.6% | -70.4% | -3.8% |
| All | +15.2% | +88.7% | -73.5% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling