+59.9%
VEA vs LOW
+5.4%
+54.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -1.5% | -3.7% | +2.3% | -0.3% |
| 30D | -0.8% | -8.9% | +8.0% | +2.1% |
| 3M | +2.5% | -10.4% | +12.9% | +5.7% |
| 6M | +11.1% | -19.4% | +30.5% | +18.5% |
| YTD | +17.2% | -17.1% | +34.3% | +23.4% |
| 1Y | +24.5% | -26.3% | +50.8% | +36.1% |
| 3Y | +75.4% | -9.9% | +85.3% | +76.2% |
| All | +59.9% | +5.4% | +54.5% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling