-24.4%
NOW price history and return analytics
+59.8%
-84.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.0% | +1.6% |
| 7D | -5.6% | -0.7% | -4.9% | -4.6% |
| 30D | -26.8% | -1.7% | -25.0% | -24.9% |
| 3M | -19.4% | -2.3% | -17.1% | -16.8% |
| 6M | +12.3% | +1.5% | +10.8% | +8.8% |
| YTD | -32.9% | +12.0% | -45.0% | -44.8% |
| 1Y | -40.3% | +12.9% | -53.2% | -51.5% |
| 3Y | -19.1% | +74.9% | -94.0% | -68.2% |
| 5Y | -24.4% | +59.9% | -84.3% | -61.3% |
| All | -24.4% | +59.8% | -84.1% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling