-86.8%
LZ price history and return analytics
+66.3%
-153.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.4% |
| 7D | -4.7% | +2.4% | -7.0% | -8.0% |
| 30D | -16.7% | -1.5% | -15.2% | -15.0% |
| 3M | -14.0% | -4.1% | -9.8% | -9.1% |
| 6M | -15.6% | +0.6% | -16.1% | -17.4% |
| YTD | -49.7% | +11.0% | -60.8% | -58.0% |
| 1Y | -49.9% | +13.3% | -63.3% | -59.4% |
| 3Y | -54.2% | +73.4% | -127.6% | -81.2% |
| 5Y | -74.7% | +57.4% | -132.1% | -88.1% |
| All | -86.8% | +66.3% | -153.1% | -94.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling