-84.8%
LENZ vs VT
+10.5%
-95.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +0.2% | +16.0% | +15.9% |
| 7D | +14.8% | -2.3% | +17.1% | +20.1% |
| 30D | -3.3% | -5.0% | +1.6% | +5.8% |
| 3M | -33.0% | -4.9% | -28.1% | -26.5% |
| 6M | -63.8% | -1.5% | -62.3% | -62.8% |
| YTD | -78.1% | +8.5% | -86.6% | -81.5% |
| 1Y | -84.8% | +11.4% | -96.1% | -87.2% |
| All | -84.8% | +10.5% | -95.3% | -87.2% |
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