+44.3%
DNOW vs VT
+53.2%
-8.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.1% | -6.7% | -6.2% |
| 7D | -17.6% | -4.2% | -13.5% | -13.5% |
| 30D | -13.6% | -5.8% | -7.8% | -7.5% |
| 3M | -3.5% | -5.2% | +1.7% | +2.7% |
| 6M | +0.8% | +0.1% | +0.7% | +0.4% |
| YTD | +3.5% | +8.2% | -4.7% | -6.4% |
| 1Y | -5.8% | +10.1% | -15.9% | -16.5% |
| 3Y | +26.7% | +69.7% | -43.0% | -31.6% |
| 5Y | +44.3% | +53.4% | -9.1% | -11.3% |
| All | +44.3% | +53.2% | -8.9% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling