+18.3%
NOW vs V
+54.5%
-36.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.4% |
| 7D | -2.4% | -1.7% | -0.7% | -1.4% |
| 30D | +20.5% | +2.0% | +18.5% | +18.8% |
| 3M | +18.3% | +17.4% | +1.0% | +7.3% |
| 6M | +24.1% | +17.5% | +6.6% | +12.4% |
| YTD | -7.8% | +7.6% | -15.4% | -12.1% |
| 1Y | -21.4% | +7.7% | -29.1% | -25.2% |
| All | +18.3% | +54.5% | -36.2% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling