+1,142.3%
VST vs LOW
+303.6%
+838.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +10.9% | +1.0% | +10.0% | +10.6% |
| 30D | -15.6% | +25.6% | -41.2% | -22.7% |
| 3M | -7.8% | +5.3% | -13.1% | -10.2% |
| 6M | -12.0% | +3.7% | -15.7% | -14.5% |
| YTD | -16.9% | -1.9% | -15.1% | -17.9% |
| 1Y | -25.1% | +0.6% | -25.7% | -26.8% |
| 3Y | +297.1% | +26.4% | +270.6% | +250.9% |
| 5Y | +641.9% | +10.1% | +631.8% | +575.7% |
| 10Y | +1,142.3% | +301.3% | +841.0% | +631.8% |
| All | +1,142.3% | +303.6% | +838.7% | +631.8% |
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