+644.5%
NOW vs VTEB
+26.8%
+617.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +0.3% | -1.2% | +1.5% | +1.5% |
| 30D | -27.0% | +2.5% | -29.4% | -28.6% |
| 3M | -19.6% | -1.7% | -18.0% | -18.4% |
| 6M | +17.5% | -1.2% | +18.7% | +18.9% |
| YTD | -33.3% | -0.5% | -32.8% | -32.9% |
| 1Y | -39.8% | -0.1% | -39.8% | -39.7% |
| 3Y | -19.9% | +10.5% | -30.4% | -26.9% |
| 5Y | -26.1% | +2.6% | -28.6% | -29.5% |
| 10Y | +518.7% | +22.4% | +496.4% | +619.5% |
| All | +644.5% | +26.8% | +617.7% | +922.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling