-98.8%
LZMH price history and return analytics
+33.9%
-132.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -6.3% |
| 7D | -0.4% | -2.0% | +1.6% | -2.5% |
| 30D | +0.8% | -1.4% | +2.2% | -0.8% |
| 3M | -18.0% | +4.7% | -22.7% | -13.8% |
| 6M | -95.1% | +11.4% | -106.4% | -94.0% |
| YTD | -96.3% | +13.1% | -109.4% | -95.4% |
| 1Y | -98.3% | +19.0% | -117.3% | -97.8% |
| All | -98.8% | +33.9% | -132.7% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling