+6.8%
NOW vs VSH
+64.7%
-57.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.4% | -7.4% | -3.8% |
| 7D | -2.4% | +4.1% | -6.4% | -3.2% |
| 30D | +20.5% | -4.2% | +24.7% | +21.0% |
| 3M | +18.3% | -50.0% | +68.3% | +33.8% |
| 6M | +24.1% | +80.2% | -56.1% | -5.8% |
| YTD | -7.8% | +121.1% | -128.9% | -36.5% |
| 1Y | -21.4% | +112.0% | -133.4% | -45.6% |
| 3Y | +19.5% | +22.5% | -3.0% | +0.8% |
| All | +6.8% | +64.7% | -57.8% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling