-60.1%
LZM vs VOO
+73.9%
-134.0%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.5% |
| 7D | -7.5% | -0.8% | -6.8% | -7.1% |
| 30D | +0.3% | -1.1% | +1.3% | +0.9% |
| 3M | -0.3% | +3.9% | -4.1% | -2.3% |
| 6M | -11.7% | +13.6% | -25.3% | -16.7% |
| YTD | -8.0% | +12.7% | -20.7% | -12.8% |
| 1Y | -15.7% | +17.6% | -33.2% | -21.3% |
| 3Y | -67.0% | +77.3% | -144.3% | -70.0% |
| All | -60.1% | +73.9% | -134.0% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling