-25.1%
NOW vs VSH
+38.9%
-64.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +2.3% |
| 7D | +0.3% | +14.3% | -14.1% | -2.2% |
| 30D | -27.0% | -7.9% | -19.1% | -26.4% |
| 3M | -19.6% | -19.9% | +0.2% | -17.9% |
| 6M | +17.5% | -30.5% | +48.0% | +16.8% |
| YTD | -33.3% | +85.7% | -118.9% | -53.5% |
| 1Y | -39.8% | +98.9% | -138.8% | -59.3% |
| 3Y | -19.9% | +32.1% | -52.0% | -41.4% |
| All | -25.1% | +38.9% | -64.0% | -52.6% |
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 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