-99.7%
NUGT vs VT
+388.4%
-488.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -1.3% | +0.4% | -1.8% | -1.7% |
| 30D | +36.8% | +1.0% | +35.9% | +35.7% |
| 3M | +21.0% | +2.4% | +18.6% | +20.1% |
| 6M | -25.7% | +12.0% | -37.7% | -32.7% |
| YTD | +4.7% | +15.3% | -10.6% | -7.4% |
| 1Y | +72.9% | +22.6% | +50.3% | +43.0% |
| 3Y | +530.7% | +74.7% | +456.0% | +242.0% |
| 5Y | +267.8% | +66.1% | +201.6% | +116.3% |
| 10Y | -53.2% | +225.0% | -278.2% | -88.6% |
| All | -99.7% | +388.4% | -488.1% | -100.0% |
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 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