+2,397.0%
VRT vs LOW
+133.7%
+2,263.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.1% |
| 7D | -7.7% | -2.6% | -5.1% | -6.4% |
| 30D | -12.0% | -11.1% | -0.8% | -6.8% |
| 3M | -11.7% | -8.5% | -3.2% | -8.7% |
| 6M | -8.1% | -20.8% | +12.8% | +2.1% |
| YTD | +53.2% | -17.2% | +70.4% | +65.1% |
| 1Y | +81.7% | -24.7% | +106.4% | +104.6% |
| 3Y | +535.3% | -9.7% | +545.0% | +529.8% |
| 5Y | +916.4% | +6.0% | +910.4% | +821.6% |
| All | +2,397.0% | +133.7% | +2,263.3% | +1,320.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling