-85.1%
LENZ vs VOO
+20.9%
-106.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.8% |
| 7D | +16.6% | +0.1% | +16.5% | +16.4% |
| 30D | +13.1% | +0.1% | +13.0% | +12.9% |
| 3M | -17.2% | +2.0% | -19.2% | -19.8% |
| 6M | -54.0% | +13.0% | -67.0% | -63.9% |
| YTD | -62.7% | +13.6% | -76.3% | -71.2% |
| 1Y | -85.1% | +20.1% | -105.1% | -88.6% |
| All | -85.1% | +20.9% | -106.0% | -88.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling