-37.8%
LENZ price history and return analytics
+74.2%
-112.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -5.6% |
| 7D | -24.2% | -1.1% | -23.1% | -22.8% |
| 30D | -10.3% | -1.0% | -9.3% | -8.9% |
| 3M | -30.5% | +3.2% | -33.6% | -34.1% |
| 6M | -62.4% | +12.5% | -74.9% | -68.8% |
| YTD | -71.8% | +14.1% | -85.8% | -77.0% |
| 1Y | -88.9% | +18.9% | -107.8% | -91.5% |
| 3Y | -37.8% | +74.1% | -111.9% | -66.3% |
| All | -37.8% | +74.2% | -112.0% | -66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling