+44.6%
LION price history and return analytics
+71.3%
-26.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -1.5% | +2.4% | -3.8% | -2.4% |
| 30D | +28.8% | -1.5% | +30.3% | +29.6% |
| 3M | +19.7% | -4.1% | +23.8% | +21.7% |
| 6M | +12.0% | +0.6% | +11.4% | +11.8% |
| YTD | +53.7% | +11.0% | +42.6% | +48.1% |
| 1Y | +110.7% | +13.3% | +97.3% | +101.7% |
| 3Y | +33.4% | +73.4% | -40.0% | +19.7% |
| All | +44.6% | +71.3% | -26.6% | +29.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling