+1,250.4%
VUG vs LOW
+1,002.3%
+248.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -1.0% |
| 7D | -0.1% | -1.7% | +1.6% | +0.6% |
| 30D | -0.3% | -7.0% | +6.7% | +2.6% |
| 3M | -0.7% | -0.9% | +0.2% | -0.9% |
| 6M | +14.6% | -20.1% | +34.7% | +24.6% |
| YTD | +9.0% | -13.9% | +22.9% | +14.4% |
| 1Y | +14.9% | -21.1% | +36.0% | +24.6% |
| 3Y | +86.0% | -6.6% | +92.7% | +84.5% |
| 5Y | +76.7% | +9.4% | +67.3% | +62.3% |
| 10Y | +411.3% | +220.5% | +190.8% | +181.8% |
| All | +1,250.4% | +1,002.3% | +248.1% | +281.1% |
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