+11.8%
NOW vs VGT
+126.0%
-114.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.9% |
| 7D | -6.1% | +1.8% | -7.9% | -7.3% |
| 30D | +7.5% | -0.3% | +7.8% | +7.7% |
| 3M | +17.5% | +3.4% | +14.2% | +13.0% |
| 6M | +7.9% | +35.0% | -27.0% | -17.7% |
| YTD | -12.4% | +28.8% | -41.1% | -30.5% |
| 1Y | -28.6% | +38.0% | -66.5% | -47.2% |
| 3Y | +11.8% | +125.8% | -114.0% | -50.4% |
| All | +11.8% | +126.0% | -114.2% | -50.4% |
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 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