+2,771.1%
NOW vs VGT
+1,529.9%
+1,241.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.3% |
| 7D | -2.4% | +1.0% | -3.4% | -3.4% |
| 30D | +20.5% | +1.3% | +19.2% | +18.8% |
| 3M | +18.3% | -1.1% | +19.5% | +16.8% |
| 6M | +24.1% | +32.6% | -8.6% | -13.1% |
| YTD | -7.8% | +29.0% | -36.8% | -33.6% |
| 1Y | -21.4% | +39.7% | -61.1% | -48.9% |
| 3Y | +19.5% | +120.9% | -101.4% | -56.1% |
| 5Y | +4.1% | +133.6% | -129.5% | -63.0% |
| 10Y | +826.4% | +792.6% | +33.9% | -39.8% |
| All | +2,771.1% | +1,529.9% | +1,241.2% | +1.3% |
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