-19.5%
NOW vs VTV
+79.1%
-98.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.1% | +2.4% |
| 7D | -5.6% | -0.4% | -5.2% | -5.2% |
| 30D | -26.8% | +3.9% | -30.7% | -29.0% |
| 3M | -19.4% | +2.6% | -22.0% | -21.1% |
| 6M | +12.3% | +11.5% | +0.8% | +2.4% |
| YTD | -32.9% | +22.3% | -55.2% | -44.8% |
| 1Y | -40.3% | +24.5% | -64.8% | -52.0% |
| All | -19.5% | +79.1% | -98.6% | -52.7% |
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