+790.0%
NOW vs VEU
+149.3%
+640.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.6% |
| 7D | -6.1% | +1.7% | -7.7% | -7.6% |
| 30D | +7.5% | +1.0% | +6.5% | +6.3% |
| 3M | +17.5% | +5.6% | +11.9% | +9.6% |
| 6M | +7.9% | +13.7% | -5.7% | -8.1% |
| YTD | -12.4% | +17.7% | -30.1% | -29.1% |
| 1Y | -28.6% | +25.8% | -54.3% | -46.6% |
| 3Y | +11.8% | +77.1% | -65.3% | -44.1% |
| 5Y | +2.6% | +57.1% | -54.5% | -40.1% |
| 10Y | +790.0% | +149.8% | +640.2% | +200.3% |
| All | +790.0% | +149.3% | +640.7% | +200.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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