+990.1%
VZ vs LOW
+35,323.5%
-34,333.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.3% |
| 3M | +13.6% | -0.9% | +14.5% | +13.7% |
| 6M | +1.1% | -20.1% | +21.2% | +5.0% |
| YTD | +29.3% | -13.9% | +43.2% | +32.3% |
| 1Y | +21.2% | -21.1% | +42.4% | +26.0% |
| 3Y | +75.9% | -6.6% | +82.5% | +75.7% |
| 5Y | +24.1% | +9.4% | +14.7% | +18.9% |
| 10Y | +62.4% | +220.5% | -158.1% | +22.5% |
| All | +990.1% | +35,323.5% | -34,333.4% | +267.2% |
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