+50.7%
LZB price history and return analytics
+222.7%
-172.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | -0.3% | +2.9% | -3.2% | -3.5% |
| 30D | +8.7% | -2.5% | +11.2% | +11.6% |
| 3M | -20.2% | -3.3% | -16.8% | -17.3% |
| 6M | -7.1% | +1.5% | -8.6% | -9.6% |
| YTD | -10.9% | +11.4% | -22.2% | -22.6% |
| 1Y | +7.4% | +11.9% | -4.5% | -7.4% |
| 3Y | +16.3% | +73.9% | -57.6% | -41.3% |
| 5Y | -2.5% | +57.9% | -60.4% | -44.3% |
| All | +50.7% | +222.7% | -172.0% | -63.8% |
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