-9.9%
LOW vs VG
-44.6%
+34.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.1% |
| 7D | +1.4% | +14.0% | -12.5% | +2.1% |
| 30D | +21.7% | -1.0% | +22.7% | +21.8% |
| 3M | +5.0% | -2.7% | +7.7% | +5.1% |
| 6M | +4.6% | +1.5% | +3.1% | +5.2% |
| YTD | -3.5% | +93.7% | -97.2% | -4.7% |
| 1Y | +0.5% | +68.5% | -68.0% | -0.5% |
| All | -9.9% | -44.6% | +34.7% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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