-92.0%
LENZ vs VOO
+92.1%
-184.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.3% |
| 7D | -15.3% | -0.4% | -15.0% | -14.9% |
| 30D | -8.4% | -1.4% | -7.0% | -6.7% |
| 3M | -27.7% | +3.7% | -31.4% | -31.5% |
| 6M | -60.1% | +13.0% | -73.1% | -66.1% |
| YTD | -69.3% | +12.4% | -81.8% | -73.7% |
| 1Y | -87.7% | +18.6% | -106.3% | -90.1% |
| 3Y | -33.6% | +78.1% | -111.7% | -66.1% |
| 5Y | -92.7% | +82.3% | -174.9% | -96.2% |
| All | -92.0% | +92.1% | -184.2% | -95.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling