+0.8%
NOW vs VYM
+76.9%
-76.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.7% |
| 7D | -4.1% | -1.0% | -3.1% | -2.9% |
| 30D | +2.9% | -2.0% | +4.9% | +5.3% |
| 3M | +22.6% | +3.1% | +19.5% | +18.2% |
| 6M | +7.5% | +8.9% | -1.4% | -3.3% |
| YTD | -14.4% | +14.7% | -29.1% | -28.5% |
| 1Y | -29.8% | +19.4% | -49.2% | -44.4% |
| 3Y | +9.2% | +65.4% | -56.2% | -44.5% |
| 5Y | +0.8% | +77.6% | -76.7% | -51.4% |
| All | +0.8% | +76.9% | -76.1% | -51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling