-87.2%
LZ vs VOO
+89.6%
-176.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.3% | -9.7% | -10.5% |
| 7D | -30.0% | +0.1% | -30.1% | -29.9% |
| 30D | -18.9% | -3.3% | -15.6% | -15.2% |
| 3M | -15.9% | -2.4% | -13.5% | -13.2% |
| 6M | -20.9% | +2.6% | -23.5% | -24.2% |
| YTD | -51.2% | +11.3% | -62.4% | -58.2% |
| 1Y | -52.0% | +13.4% | -65.4% | -60.1% |
| 3Y | -55.2% | +80.3% | -135.5% | -81.4% |
| 5Y | -80.5% | +72.7% | -153.2% | -91.5% |
| All | -87.2% | +89.6% | -176.8% | -95.0% |
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 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