-11.2%
VG vs NDAQ
+18.6%
-29.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -4.6% |
| 7D | -22.0% | +1.2% | -23.2% | -21.7% |
| 30D | -14.7% | +15.8% | -30.5% | -12.5% |
| 3M | -7.1% | +13.4% | -20.4% | -4.8% |
| 6M | -11.2% | +20.9% | -32.0% | -8.2% |
| All | -11.2% | +18.6% | -29.8% | -8.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling