-93.3%
LENZ vs VOO
+89.5%
-182.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.0% |
| 7D | +17.1% | -0.6% | +17.7% | +19.3% |
| 30D | +12.5% | -3.6% | +16.1% | +19.8% |
| 3M | -23.5% | -2.7% | -20.8% | -19.5% |
| 6M | -59.2% | +2.2% | -61.5% | -60.1% |
| YTD | -74.4% | +10.9% | -85.3% | -77.3% |
| 1Y | -82.3% | +11.3% | -93.6% | -84.4% |
| 3Y | -47.4% | +76.9% | -124.3% | -72.4% |
| 5Y | -89.7% | +73.5% | -163.2% | -94.2% |
| All | -93.3% | +89.5% | -182.8% | -95.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling