+75.0%
VTI vs LOW
+5.4%
+69.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | -3.7% | +2.8% | +0.5% |
| 30D | -1.4% | -8.9% | +7.4% | +2.0% |
| 3M | +3.6% | -10.4% | +14.0% | +7.6% |
| 6M | +13.6% | -19.4% | +33.0% | +22.6% |
| YTD | +12.9% | -17.1% | +30.0% | +19.8% |
| 1Y | +17.2% | -26.3% | +43.5% | +30.5% |
| 3Y | +75.7% | -9.9% | +85.6% | +75.2% |
| All | +75.0% | +5.4% | +69.6% | +57.0% |
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