-21.5%
NOW price history and return analytics
+74.4%
-96.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.6% |
| 7D | -8.7% | -0.1% | -8.6% | -8.6% |
| 30D | -29.3% | -3.1% | -26.2% | -26.9% |
| 3M | -21.8% | -3.5% | -18.3% | -18.9% |
| 6M | +9.2% | +0.5% | +8.8% | +8.2% |
| YTD | -35.0% | +10.8% | -45.8% | -43.3% |
| 1Y | -42.5% | +11.9% | -54.4% | -50.6% |
| 3Y | -21.5% | +73.0% | -94.5% | -60.0% |
| All | -21.5% | +74.4% | -96.0% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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