-25.7%
NOW vs VTI
+63.6%
-89.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -2.8% |
| 7D | -3.1% | +0.2% | -3.3% | -3.5% |
| 30D | -27.0% | -2.9% | -24.2% | -23.9% |
| 3M | -17.7% | -2.6% | -15.1% | -14.5% |
| 6M | +12.7% | +2.8% | +9.9% | +8.0% |
| YTD | -32.9% | +11.6% | -44.5% | -43.5% |
| 1Y | -40.4% | +13.6% | -54.0% | -51.2% |
| 3Y | -17.1% | +79.9% | -97.0% | -67.5% |
| 5Y | -25.7% | +64.3% | -89.9% | -62.1% |
| All | -25.7% | +63.6% | -89.3% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling