-16.0%
NOW vs VLTO
+68.7%
-84.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.4% | -5.5% | -5.8% |
| 7D | -6.7% | +12.0% | -18.7% | -11.1% |
| 30D | -25.8% | +20.8% | -46.6% | -31.8% |
| 3M | -12.7% | +20.1% | -32.8% | -19.5% |
| 6M | +11.2% | +32.6% | -21.4% | -1.3% |
| YTD | -33.2% | +17.3% | -50.5% | -37.8% |
| 1Y | -41.8% | +17.3% | -59.1% | -45.9% |
| All | -16.0% | +68.7% | -84.7% | -27.9% |
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