+514.0%
NOW vs VTI
+289.3%
+224.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.1% |
| 7D | +0.3% | +2.5% | -2.3% | -3.0% |
| 30D | -27.0% | -1.5% | -25.4% | -25.3% |
| 3M | -19.6% | -3.2% | -16.5% | -16.1% |
| 6M | +17.5% | +2.3% | +15.2% | +13.8% |
| YTD | -33.3% | +11.6% | -44.9% | -42.8% |
| 1Y | -39.8% | +13.8% | -53.6% | -49.7% |
| 3Y | -19.9% | +77.4% | -97.3% | -62.9% |
| 5Y | -26.1% | +64.6% | -90.6% | -60.6% |
| All | +514.0% | +289.3% | +224.7% | -12.9% |
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