-46.6%
VG vs NDAQ
+39.1%
-85.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +5.5% | 0.0% | +5.5% | +5.5% |
| 30D | -3.6% | +16.3% | -19.9% | -10.0% |
| 3M | -4.0% | +15.8% | -19.8% | -10.4% |
| 6M | +9.4% | +24.8% | -15.4% | -3.1% |
| YTD | +86.6% | +14.1% | +72.6% | +76.4% |
| 1Y | +69.5% | +26.5% | +43.0% | +41.2% |
| All | -46.6% | +39.1% | -85.7% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling