-27.9%
LENZ vs VOO
+79.1%
-107.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -0.6% | -10.0% | -9.8% |
| 7D | +1.9% | +0.5% | +1.4% | +1.2% |
| 30D | -0.6% | -0.9% | +0.4% | +0.8% |
| 3M | -20.7% | +3.9% | -24.6% | -25.6% |
| 6M | -54.3% | +14.5% | -68.9% | -63.0% |
| YTD | -66.7% | +13.0% | -79.6% | -72.4% |
| 1Y | -86.6% | +19.4% | -106.0% | -89.7% |
| 3Y | -27.9% | +78.9% | -106.8% | -59.6% |
| All | -27.9% | +79.1% | -107.1% | -59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling