-41.8%
NOW vs VRT
+15.2%
-57.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.6% | -1.8% |
| 7D | -1.7% | +18.6% | -20.3% | +1.6% |
| 30D | -27.4% | -11.7% | -15.7% | -28.9% |
| 3M | -19.4% | -27.3% | +7.8% | -24.3% |
| 6M | +13.1% | -42.9% | +56.0% | +1.8% |
| YTD | -34.3% | +29.5% | -63.8% | -34.5% |
| 1Y | -41.8% | +21.0% | -62.8% | -41.6% |
| All | -41.8% | +15.2% | -57.0% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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