-74.6%
NAGE price history and return analytics
+368.8%
-443.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -3.8% | -0.1% | -3.6% | -3.7% |
| 30D | 0.0% | -0.7% | +0.7% | +0.4% |
| 3M | -13.1% | +4.0% | -17.1% | -15.0% |
| 6M | -40.3% | +12.3% | -52.6% | -43.8% |
| YTD | -52.0% | +14.0% | -66.1% | -55.2% |
| 1Y | -67.5% | +20.3% | -87.8% | -70.5% |
| 3Y | +98.1% | +75.4% | +22.6% | +51.6% |
| 5Y | -60.1% | +66.0% | -126.1% | -68.3% |
| 10Y | -4.7% | +228.2% | -232.9% | -37.1% |
| All | -74.6% | +368.8% | -443.4% | -81.5% |
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