+126.8%
NUMG vs VT
+208.8%
-81.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.7% | -1.6% | -1.1% | -1.0% |
| 30D | -3.1% | -2.5% | -0.6% | -0.3% |
| 3M | -4.4% | -1.3% | -3.1% | -2.9% |
| 6M | +0.3% | +3.1% | -2.8% | -3.0% |
| YTD | -5.8% | +10.9% | -16.8% | -15.9% |
| 1Y | -8.0% | +12.1% | -20.0% | -18.7% |
| 3Y | +24.9% | +73.9% | -49.0% | -30.5% |
| 5Y | -12.7% | +58.0% | -70.6% | -45.8% |
| All | +126.8% | +208.8% | -81.9% | -11.5% |
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