+11.8%
NOW vs VYM
+66.8%
-55.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.6% |
| 7D | -6.1% | +0.1% | -6.2% | -6.2% |
| 30D | +7.5% | -1.3% | +8.7% | +8.7% |
| 3M | +17.5% | +4.1% | +13.5% | +13.4% |
| 6M | +7.9% | +9.8% | -1.9% | -1.2% |
| YTD | -12.4% | +15.3% | -27.7% | -24.4% |
| 1Y | -28.6% | +20.0% | -48.6% | -41.1% |
| 3Y | +11.8% | +66.2% | -54.4% | -31.2% |
| All | +11.8% | +66.8% | -55.0% | -31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling