+2,771.1%
NOW vs VYM
+426.7%
+2,344.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.5% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +20.5% | -0.5% | +21.1% | +21.2% |
| 3M | +18.3% | +3.0% | +15.3% | +14.5% |
| 6M | +24.1% | +8.2% | +15.8% | +13.2% |
| YTD | -7.8% | +15.8% | -23.6% | -22.3% |
| 1Y | -21.4% | +20.8% | -42.2% | -36.8% |
| 3Y | +19.5% | +65.3% | -45.7% | -31.9% |
| 5Y | +4.1% | +76.6% | -72.5% | -43.6% |
| 10Y | +826.4% | +203.9% | +622.5% | +153.4% |
| All | +2,771.1% | +426.7% | +2,344.5% | +318.5% |
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