-32.5%
NEGG price history and return analytics
+72.7%
-105.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -2.5% |
| 7D | -12.4% | -2.0% | -10.4% | -8.9% |
| 30D | -23.9% | -1.4% | -22.5% | -21.7% |
| 3M | -13.9% | +4.7% | -18.7% | -20.6% |
| 6M | -67.5% | +11.4% | -78.9% | -72.9% |
| YTD | -71.6% | +13.1% | -84.6% | -76.8% |
| 1Y | -59.8% | +19.0% | -78.8% | -69.3% |
| All | -32.5% | +72.7% | -105.2% | -79.0% |
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