-41.8%
NOW vs VCIT
-0.7%
-41.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.2% | -6.1% |
| 7D | -6.7% | +0.5% | -7.1% | -6.9% |
| 30D | -25.8% | +2.1% | -27.9% | -27.2% |
| 3M | -12.7% | -1.6% | -11.1% | -11.7% |
| 6M | +11.2% | -1.6% | +12.8% | +12.4% |
| YTD | -33.2% | -1.5% | -31.7% | -33.0% |
| 1Y | -41.8% | -0.4% | -41.4% | -40.6% |
| All | -41.8% | -0.7% | -41.2% | -40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling