-0.2%
NXG vs VT
+12.5%
-12.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.2% |
| 7D | -7.0% | -0.1% | -6.9% | -6.7% |
| 30D | -21.0% | -3.1% | -17.9% | -19.2% |
| 3M | -24.8% | -3.5% | -21.3% | -23.0% |
| 6M | -19.3% | +0.5% | -19.8% | -18.9% |
| YTD | -3.1% | +10.8% | -13.9% | -6.1% |
| 1Y | -0.2% | +11.9% | -12.0% | -4.1% |
| All | -0.2% | +12.5% | -12.6% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling