-83.5%
LZ price history and return analytics
+65.7%
-149.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -2.6% |
| 7D | -10.9% | -0.1% | -10.8% | -10.7% |
| 30D | +2.3% | -0.7% | +3.0% | +3.2% |
| 3M | +3.6% | +4.0% | -0.4% | -3.0% |
| 6M | -10.1% | +12.3% | -22.4% | -25.4% |
| YTD | -41.5% | +14.0% | -55.5% | -52.8% |
| 1Y | -44.0% | +20.3% | -64.3% | -58.4% |
| 3Y | -42.4% | +75.4% | -117.9% | -76.8% |
| 5Y | -83.5% | +66.0% | -149.4% | -93.0% |
| All | -83.5% | +65.7% | -149.2% | -93.0% |
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 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