+1,945.9%
NOW vs VUG
+766.8%
+1,179.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.7% |
| 7D | -1.7% | +4.4% | -6.1% | -7.0% |
| 30D | -27.4% | -7.3% | -20.0% | -19.7% |
| 3M | -19.4% | -4.2% | -15.2% | -14.7% |
| 6M | +13.1% | -1.6% | +14.7% | +14.9% |
| YTD | -34.3% | +4.9% | -39.2% | -38.8% |
| 1Y | -41.8% | +3.8% | -45.6% | -45.1% |
| 3Y | -20.7% | +79.4% | -100.1% | -64.4% |
| 5Y | -27.2% | +63.9% | -91.1% | -61.5% |
| 10Y | +509.1% | +404.0% | +105.1% | -33.3% |
| All | +1,945.9% | +766.8% | +1,179.1% | +20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling