+76.0%
VUG vs LOW
+7.0%
+69.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | 0.0% |
| 7D | +0.1% | -0.6% | +0.7% | +0.3% |
| 30D | -1.7% | -9.3% | +7.6% | +2.3% |
| 3M | +2.8% | -8.1% | +10.9% | +5.9% |
| 6M | +13.6% | -19.8% | +33.4% | +23.7% |
| YTD | +8.1% | -16.4% | +24.4% | +14.7% |
| 1Y | +13.1% | -24.7% | +37.7% | +25.8% |
| 3Y | +87.0% | -8.8% | +95.8% | +83.6% |
| 5Y | +76.0% | +7.8% | +68.2% | +53.6% |
| All | +76.0% | +7.0% | +69.0% | +53.6% |
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