+6.9%
LOW vs VT
+53.1%
-46.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | +2.7% |
| 7D | +9.6% | -4.2% | +13.8% | +13.7% |
| 30D | +24.5% | -5.8% | +30.3% | +31.0% |
| 3M | +4.0% | -5.2% | +9.2% | +8.8% |
| 6M | +2.2% | +0.1% | +2.0% | +1.3% |
| YTD | -3.7% | +8.2% | -11.9% | -11.2% |
| 1Y | -0.9% | +10.1% | -11.0% | -10.1% |
| 3Y | +23.8% | +69.7% | -45.8% | -26.6% |
| All | +6.9% | +53.1% | -46.1% | -30.3% |
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