-28.6%
NOW vs VIG
+14.9%
-43.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.8% | -4.2% | -4.5% |
| 7D | -6.1% | -0.4% | -5.7% | -5.8% |
| 30D | +7.5% | -2.1% | +9.6% | +8.8% |
| 3M | +17.5% | +3.3% | +14.2% | +15.7% |
| 6M | +7.9% | +9.3% | -1.3% | +3.7% |
| YTD | -12.4% | +10.1% | -22.5% | -17.3% |
| 1Y | -28.6% | +14.7% | -43.3% | -36.1% |
| All | -28.6% | +14.9% | -43.4% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling