+790.9%
NOW vs VTI
+295.1%
+495.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.6% |
| 7D | -4.1% | -0.4% | -3.8% | -3.5% |
| 30D | +2.9% | -1.6% | +4.5% | +5.2% |
| 3M | +22.6% | +3.6% | +19.0% | +16.7% |
| 6M | +7.5% | +13.0% | -5.5% | -9.0% |
| YTD | -14.4% | +12.7% | -27.1% | -27.5% |
| 1Y | -29.8% | +18.4% | -48.2% | -44.4% |
| 3Y | +9.2% | +76.4% | -67.2% | -48.9% |
| 5Y | +0.8% | +73.7% | -72.9% | -49.6% |
| 10Y | +790.9% | +302.5% | +488.4% | +41.8% |
| All | +790.9% | +295.1% | +495.9% | +41.8% |
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