-40.7%
NOW vs VO
+13.8%
-54.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -2.0% | -0.4% |
| 7D | -3.1% | -0.1% | -2.9% | -2.9% |
| 30D | -27.0% | +0.5% | -27.6% | -27.2% |
| 3M | -17.7% | -1.0% | -16.7% | -17.4% |
| 6M | +12.7% | +6.4% | +6.3% | +10.7% |
| YTD | -32.9% | +13.6% | -46.5% | -36.1% |
| All | -40.7% | +13.8% | -54.5% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling