+98.7%
NAGE price history and return analytics
+74.2%
+24.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.3% |
| 7D | -4.1% | -1.1% | -3.0% | -2.5% |
| 30D | -0.7% | -1.0% | +0.3% | +0.7% |
| 3M | -11.4% | +3.2% | -14.5% | -15.6% |
| 6M | -37.8% | +12.5% | -50.3% | -48.2% |
| YTD | -52.2% | +14.1% | -66.3% | -61.1% |
| 1Y | -68.4% | +18.9% | -87.3% | -76.0% |
| 3Y | +98.7% | +74.1% | +24.6% | +1.9% |
| All | +98.7% | +74.2% | +24.5% | +1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling