+61.1%
VZ vs LOW
+224.9%
-163.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | +7.1% | -10.1% | +17.2% | +9.3% |
| 3M | +12.8% | -2.9% | +15.7% | +13.3% |
| 6M | +1.8% | -19.4% | +21.2% | +5.6% |
| YTD | +30.0% | -15.4% | +45.4% | +33.5% |
| 1Y | +24.3% | -24.9% | +49.3% | +30.4% |
| 3Y | +84.3% | -7.8% | +92.1% | +84.4% |
| 5Y | +25.9% | +8.4% | +17.5% | +20.6% |
| 10Y | +61.1% | +226.8% | -165.7% | +27.0% |
| All | +61.1% | +224.9% | -163.8% | +27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling