-9.1%
LOW vs VO
+56.0%
-65.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.3% |
| 7D | -0.6% | -0.6% | 0.0% | -0.1% |
| 30D | -9.3% | -1.9% | -7.3% | -7.6% |
| 3M | -8.1% | +3.3% | -11.3% | -10.8% |
| 6M | -19.8% | +9.7% | -29.4% | -26.5% |
| YTD | -16.4% | +12.6% | -29.0% | -25.2% |
| 1Y | -24.7% | +13.6% | -38.3% | -33.3% |
| All | -9.1% | +56.0% | -65.1% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling