+69.6%
NUGO vs VT
+66.6%
+2.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +0.7% |
| 7D | -1.2% | -0.7% | -0.5% | -0.2% |
| 30D | -8.4% | -1.7% | -6.7% | -6.2% |
| 3M | -6.8% | -2.3% | -4.5% | -3.8% |
| 6M | -4.5% | +1.5% | -6.0% | -5.9% |
| YTD | +3.0% | +12.0% | -9.0% | -10.5% |
| 1Y | +0.8% | +12.9% | -12.0% | -13.2% |
| 3Y | +72.2% | +74.9% | -2.7% | -13.8% |
| 5Y | +56.7% | +59.9% | -3.2% | -8.7% |
| All | +69.6% | +66.6% | +2.9% | -7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling