+790.9%
NOW vs VTV
+227.6%
+563.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -4.1% | -0.7% | -3.4% | -3.4% |
| 30D | +2.9% | -0.5% | +3.4% | +3.4% |
| 3M | +22.6% | +5.3% | +17.3% | +16.1% |
| 6M | +7.5% | +12.9% | -5.3% | -5.5% |
| YTD | -14.4% | +18.5% | -32.9% | -28.9% |
| 1Y | -29.8% | +25.3% | -55.1% | -45.0% |
| 3Y | +9.2% | +68.2% | -59.0% | -36.8% |
| 5Y | +0.8% | +80.6% | -79.8% | -44.2% |
| 10Y | +790.9% | +232.9% | +558.0% | +148.5% |
| All | +790.9% | +227.6% | +563.4% | +148.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling