-10.4%
NOW vs VT
+73.6%
-84.0%
-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% | +2.9% | +2.9% |
| 7D | -29.5% | -1.6% | -27.9% | -28.2% |
| 30D | -18.8% | -2.5% | -16.3% | -16.5% |
| 3M | -4.4% | -1.3% | -3.1% | -3.0% |
| 6M | +19.7% | +3.1% | +16.7% | +14.7% |
| YTD | -28.7% | +10.9% | -39.7% | -38.0% |
| 1Y | -40.3% | +12.1% | -52.3% | -48.8% |
| All | -10.4% | +73.6% | -84.0% | -55.1% |
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