+0.4%
LZB vs VT
+59.8%
-59.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.3% |
| 7D | -0.4% | -0.7% | +0.3% | +0.2% |
| 30D | +12.8% | -1.7% | +14.5% | +14.5% |
| 3M | -20.1% | -2.3% | -17.8% | -18.5% |
| 6M | -5.7% | +1.5% | -7.3% | -8.0% |
| YTD | -9.8% | +12.0% | -21.8% | -21.0% |
| 1Y | +8.7% | +12.9% | -4.2% | -5.7% |
| 3Y | +17.7% | +74.9% | -57.2% | -37.3% |
| 5Y | +0.4% | +59.9% | -59.5% | -41.3% |
| All | +0.4% | +59.8% | -59.4% | -41.3% |
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 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