+286.3%
NOW vs VRT
+2,725.9%
-2,439.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.4% | -7.3% | -3.9% |
| 7D | -2.4% | +9.1% | -11.5% | -4.1% |
| 30D | +20.5% | +0.9% | +19.6% | +19.9% |
| 3M | +18.3% | -13.4% | +31.7% | +19.1% |
| 6M | +24.1% | +11.7% | +12.4% | +14.5% |
| YTD | -7.8% | +73.2% | -81.0% | -25.9% |
| 1Y | -21.4% | +123.4% | -144.8% | -42.2% |
| 3Y | +19.5% | +606.2% | -586.6% | -43.4% |
| 5Y | +4.1% | +899.9% | -895.8% | -61.2% |
| All | +286.3% | +2,725.9% | -2,439.6% | +34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling