+79.4%
NUGO vs VT
+70.7%
+8.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.3% |
| 7D | +1.3% | +1.0% | +0.3% | 0.0% |
| 30D | -2.3% | -0.2% | -2.1% | -2.0% |
| 3M | +2.5% | +4.5% | -2.1% | -3.0% |
| 6M | +16.0% | +14.1% | +1.9% | -1.7% |
| YTD | +8.9% | +14.8% | -5.8% | -8.4% |
| 1Y | +13.0% | +21.2% | -8.2% | -11.3% |
| 3Y | +85.9% | +76.6% | +9.3% | -8.3% |
| All | +79.4% | +70.7% | +8.7% | -5.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling