+504.6%
NOW vs V
+453.8%
+50.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -3.1% | -0.8% | -2.3% | -2.5% |
| 30D | -27.0% | +9.5% | -36.6% | -32.8% |
| 3M | -17.7% | +16.7% | -34.4% | -28.0% |
| 6M | +12.7% | +32.9% | -20.2% | -11.2% |
| YTD | -32.9% | +21.1% | -54.0% | -43.5% |
| 1Y | -40.4% | +26.6% | -67.0% | -51.7% |
| 3Y | -17.1% | +78.4% | -95.5% | -50.4% |
| 5Y | -25.7% | +105.5% | -131.1% | -60.5% |
| 10Y | +504.6% | +444.2% | +60.4% | +27.9% |
| All | +504.6% | +453.8% | +50.9% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 10y: compounded portfolio wealth divided by compounded V 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…
10y analysis · Full analysis span regression · 6 months rolling