+18.3%
NOW vs VT
+75.0%
-56.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | +0.4% | -2.8% | -2.8% |
| 30D | +20.5% | +1.0% | +19.5% | +19.4% |
| 3M | +18.3% | +2.4% | +16.0% | +15.1% |
| 6M | +24.1% | +12.0% | +12.1% | +8.2% |
| YTD | -7.8% | +15.3% | -23.1% | -23.1% |
| 1Y | -21.4% | +22.6% | -44.0% | -39.8% |
| All | +18.3% | +75.0% | -56.7% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling