+18.3%
NOW vs IVV
+77.8%
-59.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.5% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +20.5% | +0.1% | +20.4% | +20.6% |
| 3M | +18.3% | +2.0% | +16.4% | +15.5% |
| 6M | +24.1% | +13.0% | +11.0% | +6.2% |
| YTD | -7.8% | +13.6% | -21.4% | -21.7% |
| 1Y | -21.4% | +20.1% | -41.5% | -38.3% |
| All | +18.3% | +77.8% | -59.5% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 3y: compounded portfolio wealth divided by compounded IVV 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…
3y analysis · Full analysis span regression · 6 months rolling