-19.5%
NOW vs VSH
+43.7%
-63.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.8% | -5.6% | +2.6% |
| 7D | -5.6% | +12.8% | -18.3% | -6.3% |
| 30D | -26.8% | -9.0% | -17.7% | -26.6% |
| 3M | -19.4% | -12.2% | -7.2% | -19.4% |
| 6M | +12.3% | -15.9% | +28.3% | +8.6% |
| YTD | -32.9% | +103.2% | -136.2% | -46.2% |
| 1Y | -40.3% | +108.4% | -148.7% | -52.6% |
| All | -19.5% | +43.7% | -63.2% | -37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling