+2,771.1%
NOW vs VIG
+467.2%
+2,303.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | -2.4% | -0.4% | -2.0% | -1.8% |
| 30D | +20.5% | -1.0% | +21.5% | +22.1% |
| 3M | +18.3% | +2.8% | +15.6% | +14.2% |
| 6M | +24.1% | +8.2% | +15.9% | +11.3% |
| YTD | -7.8% | +11.0% | -18.8% | -20.3% |
| 1Y | -21.4% | +16.1% | -37.5% | -36.1% |
| 3Y | +19.5% | +56.2% | -36.6% | -34.0% |
| 5Y | +4.1% | +63.0% | -58.9% | -43.6% |
| 10Y | +826.4% | +241.4% | +585.0% | +88.2% |
| All | +2,771.1% | +467.2% | +2,303.9% | +239.2% |
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