-66.8%
LENZ vs VT
+0.4%
-67.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -4.1% | -8.9% | -7.3% |
| 7D | -13.8% | -4.2% | -9.6% | -7.7% |
| 30D | -20.6% | -5.8% | -14.8% | -13.6% |
| 3M | -42.9% | -5.2% | -37.6% | -38.1% |
| 6M | -66.8% | +0.1% | -66.9% | -68.2% |
| All | -66.8% | +0.4% | -67.2% | -68.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling