+35.5%
LONZ price history and return analytics
+87.7%
-52.2%
-4.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +0.7% | -0.7% | +1.4% | +0.8% |
| 3M | +1.7% | +4.0% | -2.3% | +1.3% |
| 6M | +3.9% | +12.3% | -8.4% | +2.5% |
| YTD | +3.5% | +14.0% | -10.5% | +1.9% |
| 1Y | +4.8% | +20.3% | -15.5% | +2.5% |
| 3Y | +23.7% | +75.4% | -51.8% | +15.3% |
| All | +35.5% | +87.7% | -52.2% | +24.5% |
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