-40.3%
NOW vs VTI
+13.2%
-53.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +2.2% |
| 7D | -5.6% | -0.7% | -4.9% | -5.0% |
| 30D | -26.8% | -1.9% | -24.8% | -25.7% |
| 3M | -19.4% | -1.4% | -18.0% | -18.5% |
| 6M | +12.3% | +3.5% | +8.8% | +11.5% |
| YTD | -32.9% | +12.6% | -45.5% | -35.7% |
| 1Y | -40.3% | +12.7% | -53.0% | -42.8% |
| All | -40.3% | +13.2% | -53.5% | -42.8% |
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 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