-98.7%
LZMH vs VOO
+30.1%
-128.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.1% |
| 7D | +7.4% | -0.4% | +7.8% | +7.1% |
| 30D | +5.7% | -1.4% | +7.1% | +4.2% |
| 3M | -12.8% | +3.7% | -16.5% | -9.5% |
| 6M | -95.1% | +13.0% | -108.2% | -94.1% |
| YTD | -96.1% | +12.4% | -108.5% | -95.3% |
| 1Y | -98.2% | +18.6% | -116.8% | -97.7% |
| All | -98.7% | +30.1% | -128.8% | -98.9% |
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 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