-99.4%
LNZA vs VT
+69.5%
-168.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -2.7% | +1.0% | -3.7% | -3.9% |
| 30D | -2.7% | -0.2% | -2.5% | -2.5% |
| 3M | -15.7% | +4.5% | -20.2% | -20.3% |
| 6M | -34.8% | +14.1% | -48.8% | -43.8% |
| YTD | -55.5% | +14.8% | -70.3% | -61.7% |
| 1Y | -68.0% | +21.2% | -89.2% | -73.9% |
| 3Y | -99.2% | +76.6% | -175.7% | -99.4% |
| All | -99.4% | +69.5% | -168.9% | -99.6% |
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