-94.4%
NEGG price history and return analytics
+229.8%
-324.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.7% |
| 7D | -4.2% | -1.1% | -3.1% | -3.1% |
| 30D | -25.8% | -1.0% | -24.8% | -25.0% |
| 3M | -21.2% | +3.2% | -24.3% | -23.4% |
| 6M | -67.9% | +12.5% | -80.3% | -71.1% |
| YTD | -71.1% | +14.1% | -85.2% | -74.2% |
| 1Y | -61.2% | +18.9% | -80.1% | -66.4% |
| 3Y | -31.4% | +74.1% | -105.5% | -56.6% |
| 5Y | -95.8% | +66.9% | -162.6% | -97.2% |
| All | -94.4% | +229.8% | -324.2% | -97.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling