+504.6%
NOW vs VCIT
+29.7%
+475.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -3.1% | +0.7% | -3.8% | -4.1% |
| 30D | -27.0% | +1.8% | -28.8% | -28.9% |
| 3M | -17.7% | -1.6% | -16.2% | -16.0% |
| 6M | +12.7% | -2.1% | +14.8% | +15.9% |
| YTD | -32.9% | -1.6% | -31.3% | -31.5% |
| 1Y | -40.4% | -0.8% | -39.6% | -39.8% |
| 3Y | -17.1% | +19.9% | -37.0% | -36.6% |
| 5Y | -25.7% | +3.3% | -29.0% | -31.8% |
| 10Y | +504.6% | +30.6% | +474.0% | +423.5% |
| All | +504.6% | +29.7% | +475.0% | +423.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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