+790.0%
NOW vs VOO
+314.0%
+476.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.3% |
| 7D | -6.1% | +0.5% | -6.6% | -6.7% |
| 30D | +7.5% | -0.9% | +8.4% | +9.0% |
| 3M | +17.5% | +3.9% | +13.6% | +11.4% |
| 6M | +7.9% | +14.5% | -6.6% | -10.3% |
| YTD | -12.4% | +13.0% | -25.3% | -26.0% |
| 1Y | -28.6% | +19.4% | -48.0% | -44.1% |
| 3Y | +11.8% | +78.9% | -67.0% | -48.5% |
| 5Y | +2.6% | +82.3% | -79.6% | -51.7% |
| 10Y | +790.0% | +314.2% | +475.8% | +39.0% |
| All | +790.0% | +314.0% | +476.0% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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