+1,988.6%
NOW vs VEU
+208.5%
+1,780.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.2% | +2.2% |
| 7D | -5.6% | -0.5% | -5.0% | -5.0% |
| 30D | -26.8% | -1.0% | -25.8% | -26.0% |
| 3M | -19.4% | -3.6% | -15.8% | -16.7% |
| 6M | +12.3% | -1.2% | +13.5% | +11.7% |
| YTD | -32.9% | +12.0% | -44.9% | -42.8% |
| 1Y | -40.3% | +13.9% | -54.2% | -50.1% |
| 3Y | -19.1% | +71.3% | -90.3% | -57.4% |
| 5Y | -24.4% | +50.3% | -74.7% | -53.0% |
| 10Y | +521.8% | +150.3% | +371.5% | +127.3% |
| All | +1,988.6% | +208.5% | +1,780.1% | +634.2% |
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