-54.2%
LZ vs VOO
+78.5%
-132.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.4% |
| 7D | -4.7% | +2.6% | -7.3% | -7.4% |
| 30D | -16.7% | -2.0% | -14.7% | -14.8% |
| 3M | -14.0% | -2.8% | -11.2% | -11.3% |
| 6M | -15.6% | +2.2% | -17.7% | -17.7% |
| YTD | -49.7% | +11.5% | -61.3% | -55.7% |
| 1Y | -49.9% | +13.5% | -63.4% | -56.8% |
| 3Y | -54.2% | +78.1% | -132.3% | -78.4% |
| All | -54.2% | +78.5% | -132.6% | -78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling