-82.2%
LZ vs VT
+66.2%
-148.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -0.3% | +0.4% | -0.8% | -0.9% |
| 30D | -24.3% | +1.0% | -25.3% | -25.3% |
| 3M | +5.7% | +2.4% | +3.3% | +1.2% |
| 6M | -7.7% | +12.0% | -19.7% | -23.1% |
| YTD | -38.3% | +15.3% | -53.6% | -50.9% |
| 1Y | -43.5% | +22.6% | -66.1% | -59.2% |
| 3Y | -45.8% | +74.7% | -120.5% | -77.9% |
| All | -82.2% | +66.2% | -148.4% | -92.6% |
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