-49.4%
DNOW vs VT
+241.7%
-291.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -6.6% |
| 7D | -6.8% | -0.3% | -6.5% | -6.6% |
| 30D | -3.3% | -1.4% | -1.9% | -1.7% |
| 3M | +6.7% | -1.4% | +8.1% | +8.4% |
| 6M | +14.5% | +5.5% | +9.1% | +6.5% |
| YTD | +16.0% | +12.8% | +3.2% | -1.7% |
| 1Y | +5.3% | +15.4% | -10.2% | -13.3% |
| 3Y | +41.9% | +76.9% | -34.9% | -31.4% |
| 5Y | +69.5% | +60.4% | +9.1% | -7.0% |
| 10Y | -14.9% | +232.8% | -247.7% | -79.6% |
| All | -49.4% | +241.7% | -291.2% | -88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling