-84.1%
LZ vs VOO
+92.4%
-176.5%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | -2.0% | +0.5% | -2.5% | -2.6% |
| 30D | +4.3% | -0.9% | +5.3% | +5.7% |
| 3M | +7.3% | +3.9% | +3.4% | +1.4% |
| 6M | -9.7% | +14.5% | -24.3% | -26.0% |
| YTD | -39.4% | +13.0% | -52.3% | -49.2% |
| 1Y | -41.8% | +19.4% | -61.3% | -55.0% |
| 3Y | -40.3% | +78.9% | -119.2% | -74.8% |
| 5Y | -82.5% | +82.3% | -164.8% | -92.9% |
| All | -84.1% | +92.4% | -176.5% | -93.9% |
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 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