-26.0%
NOW vs VT
+53.2%
-79.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.9% | -0.2% |
| 7D | -6.7% | -4.2% | -2.5% | -0.8% |
| 30D | -25.8% | -5.8% | -20.0% | -19.3% |
| 3M | -12.7% | -5.2% | -7.4% | -5.8% |
| 6M | +11.2% | +0.1% | +11.1% | +9.4% |
| YTD | -33.2% | +8.2% | -41.4% | -42.3% |
| 1Y | -41.8% | +10.1% | -51.9% | -51.2% |
| 3Y | -15.7% | +69.7% | -85.3% | -65.4% |
| 5Y | -26.0% | +53.4% | -79.4% | -60.2% |
| All | -26.0% | +53.2% | -79.2% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling