-0.8%
NOW vs VLTO
+54.7%
-55.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -27.5% | +13.8% | -41.4% | -31.3% |
| 30D | -20.0% | +21.2% | -41.2% | -26.3% |
| 3M | -7.9% | +21.5% | -29.4% | -15.1% |
| 6M | +18.3% | +33.0% | -14.7% | +5.6% |
| YTD | -29.0% | +17.8% | -46.8% | -33.8% |
| 1Y | -38.7% | +18.1% | -56.8% | -43.0% |
| 3Y | -10.3% | +67.6% | -77.9% | -23.3% |
| All | -0.8% | +54.7% | -55.6% | -13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling