-2.7%
NUGY vs VT
+15.7%
-18.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.7% |
| 7D | +4.4% | +0.4% | +4.0% | +3.8% |
| 30D | +2.2% | -2.6% | +4.8% | +4.5% |
| 3M | -1.2% | -3.2% | +2.0% | +1.6% |
| 6M | -5.1% | +0.9% | -6.0% | -6.3% |
| YTD | -4.9% | +11.3% | -16.3% | -14.3% |
| All | -2.7% | +15.7% | -18.4% | -15.8% |
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 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