-82.3%
LZ vs VT
+66.2%
-148.5%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +1.7% | -1.6% | +3.3% | +3.8% |
| 30D | +19.5% | -2.5% | +22.0% | +23.3% |
| 3M | -18.9% | -1.3% | -17.6% | -17.7% |
| 6M | -0.7% | +3.1% | -3.8% | -6.9% |
| YTD | -32.6% | +10.9% | -43.6% | -43.7% |
| 1Y | -33.7% | +12.1% | -45.8% | -45.5% |
| 3Y | -36.6% | +73.9% | -110.5% | -74.3% |
| 5Y | -75.3% | +58.0% | -133.3% | -88.5% |
| All | -82.3% | +66.2% | -148.5% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling