-42.5%
NOW vs VUG
+2.7%
-45.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.3% | -2.5% |
| 7D | -8.7% | -1.2% | -7.6% | -7.8% |
| 30D | -29.3% | -8.9% | -20.4% | -23.7% |
| 3M | -21.8% | -5.9% | -15.9% | -17.7% |
| 6M | +9.2% | -3.3% | +12.5% | +14.2% |
| YTD | -35.0% | +3.4% | -38.4% | -32.6% |
| 1Y | -42.5% | +1.9% | -44.4% | -39.6% |
| All | -42.5% | +2.7% | -45.2% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling