-29.8%
NOW vs VGT
+37.6%
-67.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -4.1% | +1.5% | -5.6% | -4.6% |
| 30D | +2.9% | +0.5% | +2.3% | +2.6% |
| 3M | +22.6% | +5.3% | +17.3% | +19.4% |
| 6M | +7.5% | +32.4% | -24.9% | -5.1% |
| YTD | -14.4% | +28.6% | -43.0% | -22.8% |
| 1Y | -29.8% | +37.6% | -67.4% | -38.0% |
| All | -29.8% | +37.6% | -67.4% | -38.0% |
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 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