-49.3%
LZ vs VOO
+75.5%
-124.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +0.3% | -12.4% | -12.4% |
| 7D | -22.1% | -2.7% | -19.4% | -19.3% |
| 30D | -9.7% | -5.4% | -4.4% | -4.0% |
| 3M | -7.6% | -4.1% | -3.5% | -3.0% |
| 6M | -16.6% | +0.7% | -17.4% | -17.4% |
| YTD | -47.3% | +8.7% | -56.0% | -52.1% |
| 1Y | -52.1% | +11.0% | -63.1% | -57.5% |
| 3Y | -49.3% | +75.5% | -124.7% | -75.5% |
| All | -49.3% | +75.5% | -124.8% | -75.5% |
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