+131.4%
VGT vs NVD
-99.2%
+230.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | +0.3% |
| 7D | +1.5% | +0.5% | +0.9% | +1.6% |
| 30D | +0.5% | -9.3% | +9.8% | -0.7% |
| 3M | +5.3% | -22.1% | +27.3% | +2.2% |
| 6M | +32.4% | -45.8% | +78.2% | +21.7% |
| YTD | +28.6% | -46.7% | +75.3% | +19.2% |
| 1Y | +37.6% | -59.5% | +97.1% | +23.3% |
| 3Y | +125.5% | -99.2% | +224.7% | +21.0% |
| All | +131.4% | -99.2% | +230.5% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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