-51.4%
VG vs NDAQ
+35.4%
-86.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.0% |
| 7D | -22.0% | +1.2% | -23.2% | -22.6% |
| 30D | -14.7% | +15.8% | -30.5% | -20.4% |
| 3M | -7.1% | +13.4% | -20.4% | -12.6% |
| 6M | -11.2% | +20.9% | -32.0% | -20.2% |
| YTD | +69.8% | +11.1% | +58.7% | +62.2% |
| 1Y | +49.9% | +26.5% | +23.4% | +22.2% |
| All | -51.4% | +35.4% | -86.8% | -64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling