+175.8%
LAZ price history and return analytics
+368.8%
-193.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.3% |
| 7D | -0.7% | -0.1% | -0.5% | -0.4% |
| 30D | 0.0% | -0.7% | +0.7% | +1.0% |
| 3M | -8.7% | +4.0% | -12.7% | -12.5% |
| 6M | +1.0% | +12.3% | -11.2% | -11.8% |
| YTD | -9.3% | +14.0% | -23.4% | -22.2% |
| 1Y | -19.5% | +20.3% | -39.8% | -35.4% |
| 3Y | +48.0% | +75.4% | -27.4% | -23.5% |
| 5Y | +14.3% | +66.0% | -51.6% | -35.7% |
| 10Y | +96.7% | +228.2% | -131.5% | -49.7% |
| All | +175.8% | +368.8% | -193.0% | -50.7% |
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