-67.0%
LZM price history and return analytics
+74.2%
-141.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -4.3% |
| 7D | -7.5% | -1.1% | -6.4% | -6.0% |
| 30D | +0.3% | -1.0% | +1.2% | +1.8% |
| 3M | -0.3% | +3.2% | -3.4% | -4.1% |
| 6M | -11.7% | +12.5% | -24.2% | -22.4% |
| YTD | -8.0% | +14.1% | -22.0% | -20.1% |
| 1Y | -15.7% | +18.9% | -34.6% | -29.7% |
| 3Y | -67.0% | +74.1% | -141.1% | -68.2% |
| All | -67.0% | +74.2% | -141.2% | -68.2% |
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 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