+977.0%
LOW vs VXUS
+179.6%
+797.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +0.9% |
| 7D | -1.7% | +1.0% | -2.7% | -2.5% |
| 30D | -7.0% | +2.2% | -9.2% | -8.7% |
| 3M | -0.9% | +3.0% | -3.8% | -3.7% |
| 6M | -20.1% | +10.7% | -30.7% | -27.0% |
| YTD | -13.9% | +17.8% | -31.7% | -25.5% |
| 1Y | -21.1% | +27.6% | -48.7% | -36.2% |
| 3Y | -6.6% | +73.3% | -79.9% | -41.8% |
| 5Y | +9.4% | +54.3% | -45.0% | -25.3% |
| 10Y | +220.5% | +149.8% | +70.7% | +52.0% |
| All | +977.0% | +179.6% | +797.4% | +364.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 all: compounded portfolio wealth divided by compounded VXUS 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…
all analysis · Full analysis span regression · 6 months rolling