-96.0%
LONA vs VOO
+145.4%
-241.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.8% |
| 7D | -10.9% | -2.0% | -8.9% | -8.6% |
| 30D | -10.0% | -1.7% | -8.3% | -8.1% |
| 3M | -18.6% | +4.7% | -23.4% | -23.3% |
| 6M | +6.7% | +12.6% | -5.9% | -9.0% |
| YTD | -9.4% | +11.8% | -21.1% | -22.3% |
| 1Y | +80.1% | +17.5% | +62.5% | +45.3% |
| 3Y | -66.0% | +77.0% | -143.0% | -83.6% |
| 5Y | -93.8% | +82.6% | -176.4% | -97.1% |
| All | -96.0% | +145.4% | -241.4% | -98.7% |
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