+88.8%
LAZ price history and return analytics
+229.8%
-141.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -3.1% |
| 7D | -8.7% | -1.1% | -7.6% | -7.2% |
| 30D | -5.6% | -1.0% | -4.6% | -4.2% |
| 3M | -3.1% | +3.2% | -6.3% | -6.8% |
| 6M | -4.8% | +12.5% | -17.3% | -18.3% |
| YTD | -12.7% | +14.1% | -26.7% | -26.3% |
| 1Y | -24.4% | +18.9% | -43.3% | -39.8% |
| 3Y | +44.3% | +74.1% | -29.8% | -29.0% |
| 5Y | +9.5% | +66.9% | -57.4% | -42.2% |
| All | +88.8% | +229.8% | -141.0% | -54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling