-40.6%
NOW vs VST
-31.4%
-9.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.6% | -10.9% | +0.5% |
| 7D | -3.0% | -9.8% | +6.8% | -4.0% |
| 30D | -26.0% | -25.1% | -0.9% | -28.6% |
| 3M | -13.1% | -11.6% | -1.5% | -13.9% |
| 6M | +14.5% | -20.9% | +35.4% | +12.0% |
| YTD | -33.4% | -22.3% | -11.1% | -34.3% |
| 1Y | -40.6% | -32.0% | -8.6% | -41.7% |
| All | -40.6% | -31.4% | -9.3% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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