-42.5%
NOW vs VGT
+14.5%
-57.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.5% |
| 7D | -8.7% | -4.1% | -4.6% | -7.2% |
| 30D | -29.3% | -13.6% | -15.6% | -25.3% |
| 3M | -21.8% | -8.0% | -13.9% | -19.3% |
| 6M | +9.2% | -1.5% | +10.7% | +10.5% |
| YTD | -35.0% | +17.7% | -52.7% | -38.2% |
| 1Y | -42.5% | +13.8% | -56.3% | -44.4% |
| All | -42.5% | +14.5% | -57.0% | -44.4% |
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