+11.5%
LZB price history and return analytics
+76.6%
-65.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.9% |
| 7D | +2.0% | +1.0% | +1.0% | +1.1% |
| 30D | -24.3% | -0.2% | -24.0% | -24.1% |
| 3M | -11.9% | +4.5% | -16.5% | -15.8% |
| 6M | -7.1% | +14.1% | -21.1% | -18.7% |
| YTD | -13.2% | +14.8% | -28.0% | -24.7% |
| 1Y | -8.0% | +21.2% | -29.2% | -24.8% |
| 3Y | +11.5% | +76.6% | -65.1% | -40.8% |
| All | +11.5% | +76.6% | -65.1% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling