+161.1%
VEA vs LOW
+233.5%
-72.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -1.5% | -3.7% | +2.3% | -0.2% |
| 30D | -0.8% | -8.9% | +8.0% | +2.2% |
| 3M | +2.5% | -10.4% | +12.9% | +5.9% |
| 6M | +11.1% | -19.4% | +30.5% | +18.7% |
| YTD | +17.2% | -17.1% | +34.3% | +23.6% |
| 1Y | +24.5% | -26.3% | +50.8% | +36.4% |
| 3Y | +75.4% | -9.9% | +85.3% | +77.0% |
| 5Y | +61.1% | +6.1% | +55.0% | +50.8% |
| All | +161.1% | +233.5% | -72.4% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 10y: compounded portfolio wealth divided by compounded LOW 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…
10y analysis · Full analysis span regression · 6 months rolling