+1,972.6%
NOW vs VIG
+472.6%
+1,500.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -3.0% | -1.8% | -1.2% | -0.7% |
| 30D | -26.0% | +2.7% | -28.7% | -29.0% |
| 3M | -13.1% | 0.0% | -13.1% | -13.6% |
| 6M | +14.5% | +6.8% | +7.8% | +4.4% |
| YTD | -33.4% | +12.1% | -45.5% | -43.5% |
| 1Y | -40.6% | +14.8% | -55.5% | -51.3% |
| 3Y | -16.3% | +62.4% | -78.7% | -56.4% |
| 5Y | -26.3% | +59.6% | -85.9% | -59.3% |
| 10Y | +512.7% | +261.5% | +251.3% | +14.0% |
| All | +1,972.6% | +472.6% | +1,500.0% | +140.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling