+457.0%
LZB vs VOO
+800.4%
-343.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | +2.8% | +2.6% | +0.2% | -0.4% |
| 30D | +9.8% | -2.0% | +11.8% | +12.1% |
| 3M | -21.2% | -2.8% | -18.5% | -18.9% |
| 6M | -4.1% | +2.2% | -6.2% | -7.5% |
| YTD | -10.7% | +11.5% | -22.2% | -23.0% |
| 1Y | +8.7% | +13.5% | -4.8% | -8.4% |
| 3Y | +18.0% | +78.1% | -60.1% | -44.4% |
| 5Y | -2.3% | +73.1% | -75.4% | -52.5% |
| 10Y | +53.7% | +310.7% | -257.1% | -78.5% |
| All | +457.0% | +800.4% | -343.4% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling