+1.2%
NOW vs VTEB
+0.8%
+0.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | +1.4% |
| 7D | -9.9% | -1.2% | -8.7% | -7.8% |
| 30D | +2.8% | -2.9% | +5.7% | +8.6% |
| 3M | +23.7% | -3.2% | +26.8% | +31.3% |
| 6M | +12.5% | -2.6% | +15.1% | +18.4% |
| YTD | -14.4% | -1.8% | -12.5% | -11.1% |
| 1Y | -29.0% | +0.2% | -29.2% | -28.9% |
| 3Y | +9.3% | +8.2% | +1.1% | -9.8% |
| 5Y | +1.2% | +0.8% | +0.4% | -11.6% |
| All | +1.2% | +0.8% | +0.4% | -11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling