-1.0%
LZB vs VT
+53.4%
-54.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -3.0% | -3.0% |
| 7D | +4.2% | -2.3% | +6.6% | +6.6% |
| 30D | +7.1% | -5.0% | +12.0% | +12.4% |
| 3M | -21.3% | -4.9% | -16.5% | -17.5% |
| 6M | -9.0% | -1.5% | -7.5% | -8.5% |
| YTD | -13.1% | +8.5% | -21.5% | -21.4% |
| 1Y | +4.6% | +11.4% | -6.8% | -8.2% |
| 3Y | +12.1% | +70.1% | -57.9% | -38.6% |
| All | -1.0% | +53.4% | -54.4% | -39.8% |
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