-16.3%
NOW vs VLTO
+69.5%
-85.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.6% |
| 7D | -3.0% | +5.4% | -8.4% | -5.0% |
| 30D | -26.0% | +22.3% | -48.4% | -32.4% |
| 3M | -13.1% | +19.6% | -32.7% | -19.8% |
| 6M | +14.5% | +35.2% | -20.6% | +0.8% |
| YTD | -33.4% | +17.9% | -51.3% | -38.2% |
| 1Y | -40.6% | +19.5% | -60.1% | -45.3% |
| 3Y | -16.3% | +73.9% | -90.2% | -28.3% |
| All | -16.3% | +69.5% | -85.8% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling