+43.4%
LZB price history and return analytics
+226.9%
-183.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -0.6% |
| 7D | -3.4% | -2.0% | -1.4% | -1.1% |
| 30D | -25.1% | -1.4% | -23.7% | -23.9% |
| 3M | -16.8% | +4.7% | -21.5% | -21.5% |
| 6M | -6.6% | +11.4% | -18.0% | -18.4% |
| YTD | -15.4% | +13.1% | -28.5% | -27.6% |
| 1Y | -8.7% | +19.0% | -27.8% | -26.6% |
| 3Y | +8.6% | +73.9% | -65.3% | -44.8% |
| 5Y | +3.7% | +65.4% | -61.7% | -43.8% |
| All | +43.4% | +226.9% | -183.5% | -65.1% |
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