-93.3%
LENZ vs VOO
+91.9%
-185.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -1.5% |
| 7D | +18.8% | -0.9% | +19.7% | +21.5% |
| 30D | +13.9% | -2.3% | +16.2% | +19.0% |
| 3M | -21.1% | -1.2% | -19.9% | -18.7% |
| 6M | -58.9% | +3.3% | -62.2% | -60.3% |
| YTD | -74.3% | +12.3% | -86.6% | -77.7% |
| 1Y | -84.5% | +12.5% | -97.0% | -86.5% |
| 3Y | -47.3% | +79.2% | -126.5% | -72.8% |
| 5Y | -90.1% | +75.7% | -165.7% | -94.5% |
| All | -93.3% | +91.9% | -185.3% | -96.0% |
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