-9.1%
LOW vs VOO
+77.0%
-86.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | -0.6% | -0.4% | -0.3% | -0.4% |
| 30D | -9.3% | -1.4% | -7.9% | -8.3% |
| 3M | -8.1% | +3.7% | -11.8% | -10.6% |
| 6M | -19.8% | +13.0% | -32.8% | -27.0% |
| YTD | -16.4% | +12.4% | -28.8% | -23.7% |
| 1Y | -24.7% | +18.6% | -43.3% | -34.1% |
| All | -9.1% | +77.0% | -86.1% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling