-25.1%
NOW vs VUG
+62.0%
-87.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.7% |
| 7D | +0.3% | +2.5% | -2.2% | -2.8% |
| 30D | -27.0% | -6.3% | -20.7% | -20.7% |
| 3M | -19.6% | -6.0% | -13.6% | -13.2% |
| 6M | +17.5% | -3.5% | +21.0% | +22.4% |
| YTD | -33.3% | +3.9% | -37.2% | -36.7% |
| 1Y | -39.8% | +5.1% | -44.9% | -43.9% |
| 3Y | -19.9% | +77.9% | -97.8% | -63.2% |
| All | -25.1% | +62.0% | -87.1% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling