+6.8%
NOW vs IVV
+82.6%
-75.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.4% |
| 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% | +14.7% |
| 6M | +24.1% | +13.0% | +11.0% | +2.6% |
| YTD | -7.8% | +13.6% | -21.4% | -24.4% |
| 1Y | -21.4% | +20.1% | -41.5% | -41.1% |
| 3Y | +19.5% | +77.6% | -58.1% | -52.1% |
| All | +6.8% | +82.6% | -75.8% | -56.1% |
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