+506.3%
NOW vs VO
+197.4%
+309.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.0% |
| 7D | -8.7% | -0.2% | -8.6% | -8.5% |
| 30D | -29.3% | +0.5% | -29.8% | -29.9% |
| 3M | -21.8% | -1.1% | -20.7% | -21.1% |
| 6M | +9.2% | +6.4% | +2.9% | +0.8% |
| YTD | -35.0% | +13.5% | -48.5% | -45.0% |
| 1Y | -42.5% | +13.6% | -56.1% | -51.5% |
| 3Y | -21.5% | +65.2% | -86.7% | -58.2% |
| 5Y | -25.8% | +37.7% | -63.5% | -48.8% |
| 10Y | +506.3% | +198.4% | +308.0% | +42.2% |
| All | +506.3% | +197.4% | +309.0% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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