-38.7%
NOW vs VTV
+28.2%
-67.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | +0.6% |
| 7D | -27.5% | +1.8% | -29.3% | -26.6% |
| 30D | -20.0% | +6.0% | -26.0% | -17.5% |
| 3M | -7.9% | +3.7% | -11.6% | -6.1% |
| 6M | +18.3% | +13.9% | +4.4% | +28.3% |
| YTD | -29.0% | +22.8% | -51.7% | -23.2% |
| 1Y | -38.7% | +27.9% | -66.6% | -36.1% |
| All | -38.7% | +28.2% | -67.0% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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