+21.8%
VZ vs LOW
+6.6%
+15.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | +1.4% | +0.1% | +1.2% |
| 30D | +4.4% | +21.7% | -17.3% | +0.5% |
| 3M | -2.4% | +5.0% | -7.4% | -3.5% |
| 6M | +1.4% | +4.6% | -3.2% | +0.2% |
| YTD | +21.4% | -3.5% | +24.9% | +21.3% |
| 1Y | +20.3% | +0.5% | +19.7% | +19.2% |
| 3Y | +57.4% | +24.8% | +32.6% | +48.5% |
| All | +21.8% | +6.6% | +15.3% | +12.3% |
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