+908.7%
VZ vs LOW
+39,052.6%
-38,143.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | +2.1% | +7.4% | -5.3% | +0.7% |
| 30D | +1.4% | +24.5% | -23.1% | -2.7% |
| 3M | -1.3% | +3.5% | -4.7% | -2.0% |
| 6M | -0.5% | -2.6% | +2.0% | -0.3% |
| YTD | +19.6% | -4.8% | +24.5% | +20.0% |
| 1Y | +22.4% | -0.8% | +23.2% | +21.8% |
| 3Y | +55.9% | +22.8% | +33.1% | +47.8% |
| 5Y | +20.4% | +5.3% | +15.1% | +16.1% |
| 10Y | +66.9% | +309.5% | -242.6% | +20.2% |
| All | +908.7% | +39,052.6% | -38,143.8% | +233.2% |
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