VEEE vs. LZUSX
VEEE (Twin Vee Powercats Co.) is a stock, while LZUSX (Lazard US Equity Focus Portfolio) is Large Cap Blend Equities fund managed by Lazard. Over the past 5 years, VEEE returned -63.68%/yr vs 8.53%/yr for LZUSX. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
VEEE vs. LZUSX - Performance Comparison
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Returns By Period
In the year-to-date period, VEEE achieves a -81.83% return, which is significantly lower than LZUSX's 8.70% return.
VEEE
- 1D
- -7.00%
- 1M
- 124.14%
- 6M
- -79.47%
- YTD
- -81.83%
- 1Y
- -85.43%
- 3Y*
- -75.23%
- 5Y*
- -63.68%
- 10Y*
- —
- ALL TIME*
- -65.54%
LZUSX
- 1D
- 0.72%
- 1M
- 0.84%
- 6M
- 7.73%
- YTD
- 8.70%
- 1Y
- 20.23%
- 3Y*
- 14.45%
- 5Y*
- 8.53%
- 10Y*
- 12.76%
- ALL TIME*
- 9.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $14.55M | $173.99M | $59.85M |
VEEE vs. LZUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VEEE Twin Vee Powercats Co. | -81.83% | -68.36% | -61.27% | -22.40% | -54.36% | -40.15% |
LZUSX Lazard US Equity Focus Portfolio | 8.70% | 15.23% | 14.20% | 19.79% | -16.97% | 8.01% |
Correlation
The correlation between VEEE and LZUSX is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2021 | 0.15 |
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Return for Risk
VEEE vs. LZUSX — Risk / Return Rank
VEEE
LZUSX
VEEE vs. LZUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Twin Vee Powercats Co. (VEEE) and Lazard US Equity Focus Portfolio (LZUSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VEEE | LZUSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 1.72 | -2.61 |
| Martin ratioReturn relative to average drawdown | -1.33 | 6.86 | -8.18 |
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Drawdowns
VEEE vs. LZUSX - Drawdown Comparison
The maximum VEEE drawdown since its inception was -99.84%, which is greater than LZUSX's maximum drawdown of -55.40%. Use the drawdown chart below to compare losses from any high point for VEEE and LZUSX.
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Drawdown Indicators
| VEEE | LZUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.84% | -55.40% | -44.44% |
Max Drawdown (1Y)Largest decline over 1 year | -95.63% | -10.07% | -85.56% |
Max Drawdown (3Y)Largest decline over 3 years | -99.41% | -19.18% | -80.23% |
Max Drawdown (5Y)Largest decline over 5 years | -99.84% | -23.05% | -76.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.12% | — |
Current DrawdownCurrent decline from peak | -99.60% | -1.36% | -98.24% |
Average DrawdownAverage peak-to-trough decline | -79.83% | -7.80% | -72.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 64.40% | 2.53% | +61.87% |
Volatility
VEEE vs. LZUSX - Volatility Comparison
Twin Vee Powercats Co. (VEEE) has a higher volatility of 191.74% compared to Lazard US Equity Focus Portfolio (LZUSX) at 3.19%. This indicates that VEEE's price experiences larger fluctuations and is considered to be riskier than LZUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEEE | LZUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 191.74% | 3.19% | +188.55% |
Volatility (6M)Calculated over the trailing 6-month period | 223.08% | 8.99% | +214.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 450.52% | 11.80% | +438.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 238.40% | 16.47% | +221.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 238.03% | 17.64% | +220.39% |
Dividends
VEEE vs. LZUSX - Dividend Comparison
VEEE has not paid dividends to shareholders, while LZUSX's dividend yield for the trailing twelve months is around 12.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZUSX Lazard US Equity Focus Portfolio | 12.71% | 13.81% | 6.61% | 1.09% | 2.77% | 5.78% | 5.28% | 11.94% | 17.57% | 10.34% | 3.41% | 7.83% |
VEEE Twin Vee Powercats Co. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VEEE and LZUSX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VEEE has higher volatility (191.74%) compared to LZUSX (3.19%). In terms of maximum drawdown, VEEE dropped -99.84% vs LZUSX's -55.40%.
LZUSX currently has the higher Sharpe Ratio (1.47 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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