+1,972.6%
NOW vs VUG
+737.9%
+1,234.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.6% |
| 7D | -3.0% | -3.4% | +0.4% | +1.3% |
| 30D | -26.0% | -11.1% | -14.9% | -13.8% |
| 3M | -13.1% | -7.2% | -5.9% | -4.0% |
| 6M | +14.5% | -4.1% | +18.6% | +20.3% |
| YTD | -33.4% | +1.4% | -34.8% | -35.2% |
| 1Y | -40.6% | +1.9% | -42.5% | -42.8% |
| 3Y | -16.3% | +77.7% | -94.1% | -62.0% |
| 5Y | -26.3% | +57.6% | -83.9% | -58.9% |
| 10Y | +512.7% | +398.6% | +114.2% | -32.3% |
| All | +1,972.6% | +737.9% | +1,234.7% | +27.4% |
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