-35.2%
LZ vs VT
+73.6%
-108.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +1.7% | -1.6% | +3.3% | +3.2% |
| 30D | +19.5% | -2.5% | +22.0% | +22.1% |
| 3M | -18.9% | -1.3% | -17.6% | -18.0% |
| 6M | -0.7% | +3.1% | -3.8% | -5.4% |
| YTD | -32.6% | +10.9% | -43.6% | -41.3% |
| 1Y | -33.7% | +12.1% | -45.8% | -43.0% |
| All | -35.2% | +73.6% | -108.8% | -69.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling