+6.8%
NOW vs VEU
+56.2%
-49.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.5% |
| 7D | -2.4% | +1.1% | -3.5% | -3.5% |
| 30D | +20.5% | +2.2% | +18.3% | +17.9% |
| 3M | +18.3% | +3.0% | +15.4% | +13.7% |
| 6M | +24.1% | +10.9% | +13.2% | +8.5% |
| YTD | -7.8% | +18.2% | -26.0% | -26.3% |
| 1Y | -21.4% | +28.3% | -49.7% | -43.6% |
| 3Y | +19.5% | +74.6% | -55.1% | -44.2% |
| All | +6.8% | +56.2% | -49.4% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling