+18.6%
NOG vs VT
+53.4%
-34.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +2.9% |
| 7D | -19.4% | -2.3% | -17.1% | -17.8% |
| 30D | -5.5% | -5.0% | -0.6% | -0.9% |
| 3M | +14.9% | -4.9% | +19.7% | +20.0% |
| 6M | -3.6% | -1.5% | -2.0% | -4.5% |
| YTD | +12.7% | +8.5% | +4.3% | -3.0% |
| 1Y | +20.7% | +11.4% | +9.3% | 0.0% |
| 3Y | -27.3% | +70.1% | -97.3% | -64.8% |
| All | +18.6% | +53.4% | -34.8% | -28.8% |
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