-87.3%
LZ vs VOO
+91.4%
-178.6%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.1% | +0.6% |
| 7D | -30.1% | -0.9% | -29.2% | -29.1% |
| 30D | -20.3% | -2.3% | -18.0% | -17.7% |
| 3M | -11.4% | -1.2% | -10.2% | -10.0% |
| 6M | -21.0% | +3.3% | -24.3% | -25.0% |
| YTD | -51.5% | +12.3% | -63.8% | -59.0% |
| 1Y | -52.4% | +12.5% | -64.9% | -59.9% |
| 3Y | -55.6% | +79.2% | -134.8% | -81.3% |
| 5Y | -75.8% | +75.7% | -151.5% | -89.7% |
| All | -87.3% | +91.4% | -178.6% | -95.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling