+789.1%
NOW vs VTEB
+17.9%
+771.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +0.7% |
| 7D | -6.2% | -0.9% | -5.3% | -5.2% |
| 30D | +6.1% | -2.5% | +8.6% | +9.1% |
| 3M | +28.6% | -3.0% | +31.5% | +32.9% |
| 6M | +14.6% | -2.1% | +16.7% | +17.5% |
| YTD | -13.5% | -1.5% | -12.0% | -11.9% |
| 1Y | -29.4% | +0.2% | -29.5% | -29.3% |
| 3Y | +9.4% | +8.6% | +0.8% | +0.1% |
| 5Y | +2.3% | +1.2% | +1.1% | -1.2% |
| All | +789.1% | +17.9% | +771.2% | +794.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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