+790.0%
NOW vs VCLT
+15.5%
+774.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -4.9% | -5.0% |
| 7D | -6.1% | +0.3% | -6.4% | -6.3% |
| 30D | +7.5% | -0.6% | +8.0% | +7.9% |
| 3M | +17.5% | -2.2% | +19.8% | +19.3% |
| 6M | +7.9% | -2.9% | +10.8% | +10.2% |
| YTD | -12.4% | -2.1% | -10.3% | -11.2% |
| 1Y | -28.6% | -2.6% | -26.0% | -27.4% |
| 3Y | +11.8% | +12.5% | -0.7% | +2.0% |
| 5Y | +2.6% | -15.3% | +17.9% | +10.3% |
| 10Y | +790.0% | +16.6% | +773.4% | +782.6% |
| All | +790.0% | +15.5% | +774.4% | +782.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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