+2,771.1%
NOW vs VCLT
+50.2%
+2,720.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | -0.5% | -1.9% | -2.1% |
| 30D | +20.5% | -0.9% | +21.4% | +21.0% |
| 3M | +18.3% | -3.2% | +21.6% | +20.2% |
| 6M | +24.1% | -3.8% | +27.9% | +26.4% |
| YTD | -7.8% | -2.0% | -5.8% | -6.9% |
| 1Y | -21.4% | -0.8% | -20.6% | -21.1% |
| 3Y | +19.5% | +12.3% | +7.3% | +12.8% |
| 5Y | +4.1% | -15.4% | +19.5% | +5.9% |
| 10Y | +826.4% | +15.7% | +810.7% | +878.9% |
| All | +2,771.1% | +50.2% | +2,720.9% | +3,221.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling