-31.7%
NKE vs VGT
+18.8%
-50.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.2% |
| 7D | +9.0% | -6.5% | +15.5% | +8.9% |
| 30D | +19.2% | -10.6% | +29.8% | +19.2% |
| 3M | -1.5% | -3.7% | +2.2% | -1.7% |
| 6M | -4.2% | +10.4% | -14.5% | -6.0% |
| YTD | -34.8% | +23.1% | -57.8% | -37.6% |
| 1Y | -31.7% | +19.9% | -51.6% | -34.3% |
| All | -31.7% | +18.8% | -50.5% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling