+21.2%
VZ vs LOW
-20.7%
+41.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | +0.1% | -1.7% | +1.8% | +0.4% |
| 30D | +7.9% | -7.0% | +14.9% | +9.2% |
| 3M | +13.6% | -0.9% | +14.5% | +13.8% |
| 6M | +1.1% | -20.1% | +21.2% | +4.4% |
| YTD | +29.3% | -13.9% | +43.2% | +31.5% |
| 1Y | +21.2% | -21.1% | +42.4% | +25.0% |
| All | +21.2% | -20.7% | +41.9% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling