+2,771.1%
NOW vs VUG
+801.0%
+1,970.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.3% |
| 7D | -2.4% | -0.1% | -2.3% | -2.2% |
| 30D | +20.5% | -0.3% | +20.8% | +21.3% |
| 3M | +18.3% | -0.7% | +19.0% | +18.7% |
| 6M | +24.1% | +14.6% | +9.4% | +2.9% |
| YTD | -7.8% | +9.0% | -16.8% | -18.3% |
| 1Y | -21.4% | +14.9% | -36.3% | -35.3% |
| 3Y | +19.5% | +86.0% | -66.5% | -48.7% |
| 5Y | +4.1% | +76.7% | -72.6% | -50.0% |
| 10Y | +826.4% | +411.3% | +415.1% | +0.2% |
| All | +2,771.1% | +801.0% | +1,970.1% | +60.7% |
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