+2.5%
NOK vs VGT
+2,276.4%
-2,273.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.1% |
| 7D | +9.3% | +1.5% | +7.9% | +7.9% |
| 30D | +17.9% | +0.5% | +17.3% | +17.5% |
| 3M | -22.3% | +5.3% | -27.6% | -24.9% |
| 6M | +36.4% | +32.4% | +3.9% | +9.2% |
| YTD | +66.3% | +28.6% | +37.7% | +36.5% |
| 1Y | +134.4% | +37.6% | +96.8% | +80.9% |
| 3Y | +186.6% | +125.5% | +61.1% | +34.8% |
| 5Y | +102.7% | +135.2% | -32.5% | -11.4% |
| 10Y | +129.8% | +812.9% | -683.1% | -77.3% |
| All | +2.5% | +2,276.4% | -2,273.9% | -96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling