+63.8%
NXG vs VT
+327.3%
-263.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.2% | -3.3% |
| 7D | -16.0% | -4.2% | -11.8% | -12.3% |
| 30D | -26.7% | -5.8% | -20.9% | -22.1% |
| 3M | -26.4% | -5.2% | -21.1% | -22.2% |
| 6M | -24.1% | +0.1% | -24.3% | -24.2% |
| YTD | -7.9% | +8.2% | -16.2% | -15.3% |
| 1Y | -5.6% | +10.1% | -15.7% | -14.7% |
| 3Y | +90.8% | +69.7% | +21.1% | +10.5% |
| 5Y | +51.3% | +53.4% | -2.1% | -2.7% |
| 10Y | +87.7% | +219.2% | -131.6% | -38.2% |
| All | +63.8% | +327.3% | -263.5% | -53.9% |
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