+6.8%
NOW vs VIG
+63.1%
-56.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.3% |
| 7D | -2.4% | -0.4% | -2.0% | -1.7% |
| 30D | +20.5% | -1.0% | +21.5% | +22.3% |
| 3M | +18.3% | +2.8% | +15.6% | +13.6% |
| 6M | +24.1% | +8.2% | +15.9% | +9.6% |
| YTD | -7.8% | +11.0% | -18.8% | -22.1% |
| 1Y | -21.4% | +16.1% | -37.5% | -38.3% |
| 3Y | +19.5% | +56.2% | -36.6% | -42.6% |
| All | +6.8% | +63.1% | -56.3% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling