+499.2%
NOW vs VT
+215.5%
+283.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | -3.0% | -2.3% | -0.7% | 0.0% |
| 30D | -26.0% | -5.0% | -21.1% | -21.0% |
| 3M | -13.1% | -4.9% | -8.2% | -7.3% |
| 6M | +14.5% | -1.5% | +16.1% | +15.7% |
| YTD | -33.4% | +8.5% | -41.9% | -41.5% |
| 1Y | -40.6% | +11.4% | -52.0% | -49.8% |
| 3Y | -16.3% | +70.1% | -86.4% | -59.8% |
| 5Y | -26.3% | +53.7% | -80.1% | -58.0% |
| All | +499.2% | +215.5% | +283.7% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling