+776.1%
IVV vs LOW
+2,352.4%
-1,576.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.9% |
| 7D | +0.1% | -1.7% | +1.8% | +0.8% |
| 30D | +0.1% | -7.0% | +7.1% | +2.8% |
| 3M | +2.0% | -0.9% | +2.9% | +1.8% |
| 6M | +13.0% | -20.1% | +33.1% | +22.0% |
| YTD | +13.6% | -13.9% | +27.5% | +18.7% |
| 1Y | +20.1% | -21.1% | +41.2% | +29.4% |
| 3Y | +77.6% | -6.6% | +84.2% | +76.8% |
| 5Y | +82.5% | +9.4% | +73.1% | +68.6% |
| 10Y | +316.5% | +220.5% | +96.0% | +141.8% |
| All | +776.1% | +2,352.4% | -1,576.3% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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