-93.0%
LENZ price history and return analytics
+65.7%
-158.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -5.5% |
| 7D | -24.2% | -1.1% | -23.1% | -22.9% |
| 30D | -10.3% | -1.0% | -9.3% | -9.0% |
| 3M | -30.5% | +3.2% | -33.6% | -33.9% |
| 6M | -62.4% | +12.5% | -74.9% | -68.3% |
| YTD | -71.8% | +14.1% | -85.8% | -76.6% |
| 1Y | -88.9% | +18.9% | -107.8% | -91.3% |
| 3Y | -37.8% | +74.1% | -111.9% | -70.0% |
| All | -93.0% | +65.7% | -158.7% | -95.8% |
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