+1,002.6%
VST vs LOW
+275.2%
+727.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.2% | +11.7% | +10.9% |
| 7D | -9.8% | +7.4% | -17.2% | -12.5% |
| 30D | -25.1% | +24.5% | -49.6% | -31.3% |
| 3M | -11.6% | +3.5% | -15.1% | -13.5% |
| 6M | -20.9% | -2.6% | -18.3% | -21.5% |
| YTD | -22.3% | -4.8% | -17.5% | -22.4% |
| 1Y | -32.0% | -0.8% | -31.2% | -33.4% |
| 3Y | +262.4% | +22.8% | +239.6% | +223.4% |
| 5Y | +563.4% | +5.3% | +558.1% | +513.9% |
| 10Y | +1,120.7% | +309.5% | +811.2% | +647.2% |
| All | +1,002.6% | +275.2% | +727.4% | +541.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling