+928.5%
NOW vs VTEB
+26.7%
+901.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | -0.8% | -1.6% | -1.7% |
| 30D | +20.5% | -1.3% | +21.9% | +22.1% |
| 3M | +18.3% | -2.1% | +20.5% | +20.8% |
| 6M | +24.1% | -1.7% | +25.7% | +26.2% |
| YTD | -7.8% | -0.6% | -7.2% | -7.1% |
| 1Y | -21.4% | +3.1% | -24.5% | -23.3% |
| 3Y | +19.5% | +9.2% | +10.3% | +10.3% |
| 5Y | +4.1% | +2.2% | +1.9% | -0.4% |
| 10Y | +826.4% | +18.8% | +807.6% | +855.9% |
| All | +928.5% | +26.7% | +901.9% | +1,314.3% |
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