-25.1%
NOW vs IVV
+72.6%
-97.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.2% |
| 7D | +0.3% | +2.6% | -2.3% | -3.4% |
| 30D | -27.0% | -2.0% | -25.0% | -24.6% |
| 3M | -19.6% | -2.8% | -16.9% | -16.2% |
| 6M | +17.5% | +2.2% | +15.3% | +13.6% |
| YTD | -33.3% | +11.5% | -44.8% | -43.8% |
| 1Y | -39.8% | +13.5% | -53.3% | -50.8% |
| 3Y | -19.9% | +78.1% | -98.0% | -68.3% |
| All | -25.1% | +72.6% | -97.7% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling