+317.6%
VOO vs LOW
+233.5%
+84.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.8% | -3.7% | +3.0% | +0.7% |
| 30D | -1.1% | -8.9% | +7.8% | +2.4% |
| 3M | +3.9% | -10.4% | +14.3% | +7.9% |
| 6M | +13.6% | -19.4% | +33.0% | +22.5% |
| YTD | +12.7% | -17.1% | +29.8% | +19.6% |
| 1Y | +17.6% | -26.3% | +43.8% | +30.4% |
| 3Y | +77.3% | -9.9% | +87.2% | +78.3% |
| 5Y | +84.1% | +6.1% | +78.0% | +70.1% |
| All | +317.6% | +233.5% | +84.1% | +152.1% |
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