+521.8%
NOW vs VTI
+295.3%
+226.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +1.5% |
| 7D | -5.6% | -0.7% | -4.9% | -4.6% |
| 30D | -26.8% | -1.9% | -24.8% | -24.8% |
| 3M | -19.4% | -1.4% | -18.0% | -17.8% |
| 6M | +12.3% | +3.5% | +8.8% | +7.2% |
| YTD | -32.9% | +12.6% | -45.5% | -43.1% |
| 1Y | -40.3% | +12.7% | -53.0% | -49.5% |
| 3Y | -19.1% | +78.8% | -97.9% | -62.9% |
| 5Y | -24.4% | +67.2% | -91.5% | -60.5% |
| 10Y | +521.8% | +293.9% | +227.9% | -13.3% |
| All | +521.8% | +295.3% | +226.5% | -13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling