+504.6%
NOW vs VO
+206.8%
+297.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -2.0% | -2.5% |
| 7D | -3.1% | -0.1% | -2.9% | -2.9% |
| 30D | -27.0% | +0.5% | -27.6% | -27.7% |
| 3M | -17.7% | -1.0% | -16.7% | -17.0% |
| 6M | +12.7% | +6.4% | +6.3% | +4.0% |
| YTD | -32.9% | +13.6% | -46.5% | -43.3% |
| 1Y | -40.4% | +14.5% | -54.9% | -50.2% |
| 3Y | -17.1% | +67.2% | -84.3% | -56.5% |
| 5Y | -25.7% | +36.1% | -61.8% | -48.1% |
| 10Y | +504.6% | +199.3% | +305.3% | +40.7% |
| All | +504.6% | +206.8% | +297.8% | +40.7% |
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