-6.8%
NOW vs VLTO
+56.4%
-63.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +0.9% | +1.3% |
| 7D | +0.3% | +1.0% | -0.7% | -0.1% |
| 30D | -27.0% | +17.5% | -44.4% | -31.7% |
| 3M | -19.6% | +21.4% | -41.0% | -25.9% |
| 6M | +17.5% | +38.1% | -20.7% | +3.3% |
| YTD | -33.3% | +19.0% | -52.3% | -38.0% |
| 1Y | -39.8% | +20.7% | -60.5% | -44.5% |
| 3Y | -19.9% | +64.3% | -84.2% | -31.3% |
| All | -6.8% | +56.4% | -63.2% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling