+159.5%
NGVC vs VT
+57.9%
+101.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | -8.2% | -1.6% | -6.6% | -7.3% |
| 30D | -8.7% | -2.5% | -6.2% | -7.4% |
| 3M | -15.4% | -1.3% | -14.1% | -15.1% |
| 6M | -4.5% | +3.1% | -7.6% | -7.7% |
| YTD | +13.4% | +10.9% | +2.4% | +3.3% |
| 1Y | -13.4% | +12.1% | -25.4% | -21.7% |
| 3Y | +137.9% | +73.9% | +64.0% | +53.4% |
| All | +159.5% | +57.9% | +101.6% | +69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling