+1,980.5%
NOW vs V
+1,419.2%
+561.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.2% | -2.7% | -3.4% |
| 7D | -6.7% | +2.9% | -9.6% | -8.9% |
| 30D | -25.8% | +14.0% | -39.8% | -33.7% |
| 3M | -12.7% | +14.9% | -27.6% | -22.7% |
| 6M | +11.2% | +31.7% | -20.5% | -11.4% |
| YTD | -33.2% | +21.2% | -54.4% | -43.6% |
| 1Y | -41.8% | +25.3% | -67.1% | -52.3% |
| 3Y | -15.7% | +77.5% | -93.1% | -48.7% |
| 5Y | -26.0% | +102.6% | -128.6% | -59.6% |
| 10Y | +515.1% | +464.3% | +50.7% | +44.2% |
| All | +1,980.5% | +1,419.2% | +561.3% | +189.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling