+1,972.6%
NOW vs VO
+414.5%
+1,558.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.2% |
| 7D | -3.0% | -2.6% | -0.4% | +0.3% |
| 30D | -26.0% | -0.9% | -25.1% | -25.3% |
| 3M | -13.1% | -3.0% | -10.1% | -10.0% |
| 6M | +14.5% | +2.2% | +12.3% | +10.7% |
| YTD | -33.4% | +10.6% | -44.0% | -42.2% |
| 1Y | -40.6% | +12.5% | -53.1% | -49.7% |
| 3Y | -16.3% | +61.4% | -77.7% | -55.3% |
| 5Y | -26.3% | +33.4% | -59.7% | -47.7% |
| 10Y | +512.7% | +201.5% | +311.2% | +50.5% |
| All | +1,972.6% | +414.5% | +1,558.1% | +192.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling