+7.3%
LAZ vs VT
+57.4%
-50.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | -0.7% |
| 7D | +1.0% | +0.4% | +0.6% | +0.5% |
| 30D | +9.0% | -2.6% | +11.6% | +13.7% |
| 3M | -9.4% | -3.2% | -6.1% | -4.5% |
| 6M | -14.8% | +0.9% | -15.7% | -15.1% |
| YTD | -14.9% | +11.3% | -26.2% | -26.2% |
| 1Y | -18.2% | +14.0% | -32.2% | -31.5% |
| 3Y | +61.6% | +75.8% | -14.3% | -23.2% |
| 5Y | +7.3% | +57.8% | -50.5% | -40.9% |
| All | +7.3% | +57.4% | -50.1% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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