-9.2%
NOW vs VLTO
+56.3%
-65.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -8.7% | +1.6% | -10.4% | -9.3% |
| 30D | -29.3% | +22.0% | -51.2% | -34.9% |
| 3M | -21.8% | +21.9% | -43.7% | -28.0% |
| 6M | +9.2% | +36.5% | -27.3% | -3.5% |
| YTD | -35.0% | +19.0% | -54.0% | -39.6% |
| 1Y | -42.5% | +21.0% | -63.5% | -47.0% |
| 3Y | -21.5% | +69.9% | -91.4% | -33.1% |
| All | -9.2% | +56.3% | -65.5% | -20.8% |
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