+227.5%
LOW vs VOO
+325.3%
-97.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.7% |
| 7D | -3.7% | -0.8% | -3.0% | -3.0% |
| 30D | -8.9% | -1.1% | -7.8% | -7.9% |
| 3M | -10.4% | +3.9% | -14.3% | -14.0% |
| 6M | -19.4% | +13.6% | -33.0% | -29.5% |
| YTD | -17.1% | +12.7% | -29.8% | -26.9% |
| 1Y | -26.3% | +17.6% | -43.8% | -38.0% |
| 3Y | -9.9% | +77.3% | -87.2% | -51.7% |
| 5Y | +6.1% | +84.1% | -78.0% | -45.6% |
| All | +227.5% | +325.3% | -97.8% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling