+2,771.1%
NOW vs VEU
+225.6%
+2,545.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +17.8% |
| 3M | +18.3% | +3.0% | +15.4% | +13.5% |
| 6M | +24.1% | +10.9% | +13.2% | +8.6% |
| YTD | -7.8% | +18.2% | -26.0% | -25.4% |
| 1Y | -21.4% | +28.3% | -49.7% | -42.1% |
| 3Y | +19.5% | +74.6% | -55.1% | -37.9% |
| 5Y | +4.1% | +56.4% | -52.3% | -37.6% |
| 10Y | +826.4% | +153.0% | +673.4% | +236.4% |
| All | +2,771.1% | +225.6% | +2,545.5% | +857.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling