-59.2%
NKE vs VGT
+123.9%
-183.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.1% |
| 7D | -4.2% | -0.2% | -4.0% | -4.1% |
| 30D | -8.2% | -0.4% | -7.8% | -8.1% |
| 3M | -19.1% | +4.4% | -23.5% | -20.8% |
| 6M | -32.6% | +32.1% | -64.7% | -40.7% |
| YTD | -40.7% | +28.8% | -69.5% | -47.3% |
| 1Y | -48.9% | +35.3% | -84.2% | -55.8% |
| 3Y | -59.2% | +124.8% | -184.0% | -74.0% |
| All | -59.2% | +123.9% | -183.1% | -74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling