-91.4%
LENZ price history and return analytics
+71.3%
-162.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -0.5% | -10.1% | -9.9% |
| 7D | +1.9% | +1.0% | +0.9% | +0.6% |
| 30D | -0.6% | -0.2% | -0.3% | -0.2% |
| 3M | -20.7% | +4.5% | -25.2% | -26.1% |
| 6M | -54.3% | +14.1% | -68.4% | -62.1% |
| YTD | -66.7% | +14.8% | -81.4% | -72.5% |
| 1Y | -86.6% | +21.2% | -107.7% | -89.7% |
| 3Y | -27.9% | +76.6% | -104.5% | -65.4% |
| 5Y | -91.8% | +66.6% | -158.3% | -95.3% |
| All | -91.4% | +71.3% | -162.7% | -95.0% |
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