+2,771.1%
NOW vs VTI
+597.8%
+2,173.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.5% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +20.5% | 0.0% | +20.5% | +20.6% |
| 3M | +18.3% | +2.0% | +16.4% | +15.0% |
| 6M | +24.1% | +13.0% | +11.1% | +4.4% |
| YTD | -7.8% | +13.9% | -21.7% | -23.5% |
| 1Y | -21.4% | +20.0% | -41.4% | -39.4% |
| 3Y | +19.5% | +75.8% | -56.3% | -45.1% |
| 5Y | +4.1% | +73.8% | -69.8% | -49.1% |
| 10Y | +826.4% | +297.5% | +528.9% | +44.6% |
| All | +2,771.1% | +597.8% | +2,173.3% | +134.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling