+450.7%
LZB vs VT
+374.2%
+76.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +1.4% | +0.4% | +0.9% | +0.8% |
| 30D | -20.4% | +1.0% | -21.3% | -21.4% |
| 3M | -9.4% | +2.4% | -11.8% | -12.8% |
| 6M | -7.1% | +12.0% | -19.1% | -20.6% |
| YTD | -10.2% | +15.3% | -25.6% | -26.3% |
| 1Y | -7.0% | +22.6% | -29.6% | -29.7% |
| 3Y | +10.3% | +74.7% | -64.4% | -47.8% |
| 5Y | +6.8% | +66.1% | -59.3% | -46.0% |
| 10Y | +48.5% | +225.0% | -176.5% | -69.1% |
| All | +450.7% | +374.2% | +76.5% | -10.6% |
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 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