+36.1%
LONZ vs VOO
+96.3%
-60.2%
-4.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.8% | +2.6% | -1.7% | +0.6% |
| 30D | +0.8% | -2.0% | +2.8% | +1.0% |
| 3M | +1.0% | -2.8% | +3.8% | +1.3% |
| 6M | +2.3% | +2.2% | +0.1% | +2.0% |
| YTD | +4.0% | +11.5% | -7.6% | +2.7% |
| 1Y | +4.5% | +13.5% | -9.0% | +3.0% |
| 3Y | +22.6% | +78.1% | -55.5% | +14.9% |
| All | +36.1% | +96.3% | -60.2% | +25.3% |
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