-12.7%
NUMG vs VT
+60.6%
-73.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -1.7% |
| 7D | -2.9% | -0.3% | -2.6% | -2.6% |
| 30D | -3.6% | -1.4% | -2.2% | -1.7% |
| 3M | -6.3% | -1.4% | -4.9% | -4.5% |
| 6M | +0.4% | +5.5% | -5.0% | -6.3% |
| YTD | -5.4% | +12.8% | -18.3% | -19.1% |
| 1Y | -6.2% | +15.4% | -21.6% | -22.1% |
| 3Y | +25.4% | +76.9% | -51.5% | -40.1% |
| 5Y | -12.7% | +60.4% | -73.1% | -51.0% |
| All | -12.7% | +60.6% | -73.3% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling