+15.2%
LION vs VT
+77.9%
-62.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.0% | +0.4% | -2.5% | -2.2% |
| 30D | -13.9% | +1.0% | -14.9% | -14.2% |
| 3M | -17.3% | +2.4% | -19.6% | -18.0% |
| 6M | +18.5% | +12.0% | +6.4% | +13.5% |
| YTD | +22.3% | +15.3% | +7.0% | +16.2% |
| 1Y | +80.2% | +22.6% | +57.6% | +67.9% |
| 3Y | +7.2% | +74.7% | -67.5% | -5.2% |
| All | +15.2% | +77.9% | -62.8% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling