-24.7%
LOW vs VSH
+109.0%
-133.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.0% |
| 7D | -2.6% | +3.1% | -5.7% | -2.7% |
| 30D | -11.1% | -5.7% | -5.4% | -11.1% |
| 3M | -8.5% | -42.5% | +34.0% | -7.4% |
| 6M | -20.8% | +82.7% | -103.5% | -30.6% |
| YTD | -17.2% | +118.2% | -135.4% | -29.7% |
| 1Y | -24.7% | +109.7% | -134.4% | -37.0% |
| All | -24.7% | +109.0% | -133.7% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling