-82.3%
LENZ vs VOO
+12.0%
-94.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -3.7% |
| 7D | +17.1% | -0.6% | +17.7% | +19.6% |
| 30D | +12.5% | -3.6% | +16.1% | +21.1% |
| 3M | -23.5% | -2.7% | -20.8% | -18.7% |
| 6M | -59.2% | +2.2% | -61.5% | -60.6% |
| YTD | -74.4% | +10.9% | -85.3% | -79.6% |
| 1Y | -82.3% | +11.3% | -93.6% | -85.7% |
| All | -82.3% | +12.0% | -94.3% | -85.7% |
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 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