-38.7%
NOW vs VTI
+14.8%
-53.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -1.4% |
| 7D | -27.5% | -0.6% | -26.9% | -27.2% |
| 30D | -20.0% | -1.0% | -19.1% | -19.5% |
| 3M | -7.9% | -0.8% | -7.1% | -7.3% |
| 6M | +18.3% | +7.1% | +11.3% | +14.8% |
| YTD | -29.0% | +13.4% | -42.4% | -32.5% |
| 1Y | -38.7% | +14.9% | -53.6% | -42.5% |
| All | -38.7% | +14.8% | -53.5% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 1y: compounded portfolio wealth divided by compounded VTI 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…
1y analysis · Full analysis span regression · 6 months rolling