+1,978.3%
NOW vs VYM
+431.8%
+1,546.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +0.3% | +3.7% | -3.4% | -3.5% |
| 30D | -27.0% | +3.7% | -30.6% | -29.9% |
| 3M | -19.6% | -0.7% | -18.9% | -19.4% |
| 6M | +17.5% | +7.2% | +10.2% | +8.5% |
| YTD | -33.3% | +16.9% | -50.2% | -44.5% |
| 1Y | -39.8% | +19.6% | -59.4% | -51.3% |
| 3Y | -19.9% | +74.6% | -94.5% | -57.2% |
| 5Y | -26.1% | +72.3% | -98.4% | -59.1% |
| 10Y | +518.7% | +206.5% | +312.2% | +67.1% |
| All | +1,978.3% | +431.8% | +1,546.4% | +198.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling