-86.0%
LENZ vs VT
+10.7%
-96.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -4.1% | -8.9% | -6.5% |
| 7D | -13.8% | -4.2% | -9.6% | -6.9% |
| 30D | -20.6% | -5.8% | -14.8% | -12.1% |
| 3M | -42.9% | -5.2% | -37.6% | -37.2% |
| 6M | -66.8% | +0.1% | -66.9% | -66.9% |
| YTD | -81.2% | +8.2% | -89.4% | -83.8% |
| 1Y | -86.0% | +10.1% | -96.1% | -87.9% |
| All | -86.0% | +10.7% | -96.7% | -87.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling