+514.0%
NOW vs VGT
+716.3%
-202.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +3.4% |
| 7D | +0.3% | +2.5% | -2.2% | -2.4% |
| 30D | -27.0% | -9.5% | -17.5% | -19.0% |
| 3M | -19.6% | -9.5% | -10.1% | -11.3% |
| 6M | +17.5% | -1.8% | +19.2% | +15.8% |
| YTD | -33.3% | +18.4% | -51.7% | -47.1% |
| 1Y | -39.8% | +18.7% | -58.6% | -52.6% |
| 3Y | -19.9% | +103.8% | -123.7% | -67.2% |
| 5Y | -26.1% | +104.4% | -130.4% | -68.8% |
| All | +514.0% | +716.3% | -202.3% | -59.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling