-91.8%
LENZ vs VOO
+82.3%
-174.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -0.6% | -10.0% | -9.8% |
| 7D | +1.9% | +0.5% | +1.4% | +1.3% |
| 30D | -0.6% | -0.9% | +0.4% | +0.7% |
| 3M | -20.7% | +3.9% | -24.6% | -25.1% |
| 6M | -54.3% | +14.5% | -68.9% | -61.9% |
| YTD | -66.7% | +13.0% | -79.6% | -71.7% |
| 1Y | -86.6% | +19.4% | -106.0% | -89.3% |
| 3Y | -27.9% | +78.9% | -106.8% | -63.9% |
| 5Y | -91.8% | +82.3% | -174.0% | -95.7% |
| All | -91.8% | +82.3% | -174.1% | -95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling