+2,771.1%
NOW vs VO
+431.3%
+2,339.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.7% |
| 7D | -2.4% | -0.3% | -2.1% | -2.0% |
| 30D | +20.5% | -0.3% | +20.8% | +21.0% |
| 3M | +18.3% | +2.9% | +15.4% | +13.9% |
| 6M | +24.1% | +9.3% | +14.7% | +10.0% |
| YTD | -7.8% | +14.2% | -22.0% | -22.9% |
| 1Y | -21.4% | +15.3% | -36.7% | -35.1% |
| 3Y | +19.5% | +56.2% | -36.7% | -33.2% |
| 5Y | +4.1% | +42.4% | -38.4% | -31.5% |
| 10Y | +826.4% | +194.7% | +631.7% | +137.9% |
| All | +2,771.1% | +431.3% | +2,339.8% | +290.0% |
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