-66.6%
NAGE vs VT
+23.4%
-90.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -3.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.3% |
| 30D | -10.4% | +0.8% | -11.2% | -11.2% |
| 3M | -9.6% | +2.8% | -12.4% | -12.4% |
| 6M | -36.1% | +13.0% | -49.1% | -44.5% |
| YTD | -51.1% | +15.4% | -66.5% | -58.5% |
| All | -66.6% | +23.4% | -90.0% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling