+11.8%
NOW vs VTV
+69.1%
-57.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.8% | -4.2% | -4.3% |
| 7D | -6.1% | +0.3% | -6.4% | -6.3% |
| 30D | +7.5% | +0.1% | +7.3% | +7.3% |
| 3M | +17.5% | +6.2% | +11.3% | +11.5% |
| 6M | +7.9% | +13.5% | -5.5% | -4.0% |
| YTD | -12.4% | +18.9% | -31.2% | -26.5% |
| 1Y | -28.6% | +25.8% | -54.4% | -43.9% |
| 3Y | +11.8% | +68.7% | -56.9% | -34.7% |
| All | +11.8% | +69.1% | -57.2% | -34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling