-21.4%
NOW vs VSH
+118.1%
-139.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.4% | -7.4% | -2.4% |
| 7D | -2.4% | +4.1% | -6.4% | -1.9% |
| 30D | +20.5% | -4.2% | +24.7% | +20.0% |
| 3M | +18.3% | -50.0% | +68.3% | +12.9% |
| 6M | +24.1% | +80.2% | -56.1% | +31.7% |
| YTD | -7.8% | +121.1% | -128.9% | -7.3% |
| 1Y | -21.4% | +112.0% | -133.4% | -20.6% |
| All | -21.4% | +118.1% | -139.5% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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