+521.8%
NOW vs VTV
+232.1%
+289.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.1% | +2.1% |
| 7D | -5.6% | -0.4% | -5.2% | -5.1% |
| 30D | -26.8% | +3.9% | -30.7% | -29.6% |
| 3M | -19.4% | +2.6% | -22.0% | -21.6% |
| 6M | +12.3% | +11.5% | +0.8% | +0.2% |
| YTD | -32.9% | +22.3% | -55.2% | -46.1% |
| 1Y | -40.3% | +24.5% | -64.8% | -53.0% |
| 3Y | -19.1% | +78.8% | -97.8% | -56.1% |
| 5Y | -24.4% | +78.6% | -103.0% | -57.9% |
| 10Y | +521.8% | +231.8% | +290.0% | +64.9% |
| All | +521.8% | +232.1% | +289.8% | +64.9% |
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