-29.0%
NOW vs VYM
+18.5%
-47.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.6% | +0.1% |
| 7D | -9.9% | -1.9% | -8.0% | -9.8% |
| 30D | +2.8% | -2.6% | +5.4% | +3.0% |
| 3M | +23.7% | +3.6% | +20.1% | +24.0% |
| 6M | +12.5% | +8.7% | +3.8% | +12.5% |
| YTD | -14.4% | +14.1% | -28.5% | -17.7% |
| 1Y | -29.0% | +17.8% | -46.8% | -35.3% |
| All | -29.0% | +18.5% | -47.5% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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