-57.8%
LZM price history and return analytics
+66.0%
-123.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | -2.8% | +1.0% | -3.8% | -3.5% |
| 30D | +1.0% | -0.2% | +1.2% | +1.2% |
| 3M | -3.7% | +4.5% | -8.2% | -6.1% |
| 6M | -4.4% | +14.1% | -18.4% | -10.3% |
| YTD | -2.6% | +14.8% | -17.3% | -8.6% |
| 1Y | -9.4% | +21.2% | -30.6% | -16.6% |
| 3Y | -64.4% | +76.6% | -141.0% | -68.1% |
| All | -57.8% | +66.0% | -123.8% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling