+70.9%
LOWV vs VOO
+101.3%
-30.4%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -1.3% | -0.4% | -1.0% | -1.0% |
| 30D | -2.4% | -1.4% | -1.0% | -1.4% |
| 3M | +3.9% | +3.7% | +0.2% | +1.0% |
| 6M | +6.9% | +13.0% | -6.1% | -2.8% |
| YTD | +5.8% | +12.4% | -6.6% | -3.5% |
| 1Y | +7.6% | +18.6% | -11.0% | -5.7% |
| 3Y | +52.2% | +78.1% | -25.9% | -4.0% |
| All | +70.9% | +101.3% | -30.4% | -1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling