+227.1%
LOW price history and return analytics
+226.9%
+0.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.1% |
| 7D | -2.6% | -2.0% | -0.6% | -0.5% |
| 30D | -11.1% | -1.4% | -9.7% | -9.8% |
| 3M | -8.5% | +4.7% | -13.2% | -13.1% |
| 6M | -20.8% | +11.4% | -32.2% | -29.8% |
| YTD | -17.2% | +13.1% | -30.3% | -27.9% |
| 1Y | -24.7% | +19.0% | -43.8% | -38.2% |
| 3Y | -9.7% | +73.9% | -83.7% | -51.8% |
| 5Y | +6.0% | +65.4% | -59.4% | -40.1% |
| All | +227.1% | +226.9% | +0.3% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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