+112.9%
NXG vs VT
+355.4%
-242.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -0.9% | +0.4% | -1.3% | -1.3% |
| 30D | -4.3% | +1.0% | -5.3% | -5.3% |
| 3M | -4.7% | +2.4% | -7.1% | -7.0% |
| 6M | +9.6% | +12.0% | -2.4% | -2.5% |
| YTD | +19.6% | +15.3% | +4.3% | +3.1% |
| 1Y | +34.4% | +22.6% | +11.8% | +8.9% |
| 3Y | +119.0% | +74.7% | +44.4% | +23.1% |
| 5Y | +106.6% | +66.1% | +40.4% | +22.4% |
| 10Y | +137.5% | +225.0% | -87.5% | -23.8% |
| All | +112.9% | +355.4% | -242.5% | -43.8% |
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