+277.5%
NUGT vs VOO
+82.8%
+194.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +0.9% |
| 7D | -4.7% | -0.8% | -4.0% | -3.6% |
| 30D | +11.0% | -1.1% | +12.1% | +13.0% |
| 3M | +44.5% | +3.9% | +40.6% | +38.6% |
| 6M | -22.6% | +13.6% | -36.3% | -31.8% |
| YTD | -0.3% | +12.7% | -13.0% | -10.6% |
| 1Y | +41.4% | +17.6% | +23.8% | +21.6% |
| 3Y | +516.2% | +77.3% | +438.9% | +226.9% |
| All | +277.5% | +82.8% | +194.7% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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