+10.1%
LOW vs VT
+59.8%
-49.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -1.1% |
| 7D | +1.0% | -0.7% | +1.7% | +1.5% |
| 30D | +25.6% | -1.7% | +27.3% | +27.4% |
| 3M | +5.3% | -2.3% | +7.6% | +7.3% |
| 6M | +3.7% | +1.5% | +2.2% | +1.7% |
| YTD | -1.9% | +12.0% | -13.9% | -12.2% |
| 1Y | +0.6% | +12.9% | -12.3% | -10.7% |
| 3Y | +26.4% | +74.9% | -48.5% | -27.0% |
| 5Y | +10.1% | +59.9% | -49.8% | -31.0% |
| All | +10.1% | +59.8% | -49.6% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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