+521.8%
NOW vs VUG
+405.4%
+116.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +1.1% |
| 7D | -5.6% | -1.1% | -4.5% | -4.3% |
| 30D | -26.8% | -7.0% | -19.8% | -19.6% |
| 3M | -19.4% | -3.7% | -15.7% | -15.4% |
| 6M | +12.3% | -1.6% | +13.9% | +14.2% |
| YTD | -32.9% | +5.1% | -38.1% | -37.5% |
| 1Y | -40.3% | +3.8% | -44.1% | -43.5% |
| 3Y | -19.1% | +79.9% | -98.9% | -62.8% |
| 5Y | -24.4% | +66.4% | -90.7% | -59.9% |
| 10Y | +521.8% | +405.3% | +116.5% | -41.9% |
| All | +521.8% | +405.4% | +116.4% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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