+43.0%
NG price history and return analytics
+224.4%
-181.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.2% | -4.0% |
| 7D | -0.8% | -0.7% | -0.1% | -0.2% |
| 30D | -10.1% | -1.7% | -8.4% | -8.5% |
| 3M | -21.2% | -2.3% | -18.9% | -19.1% |
| 6M | -34.4% | +1.5% | -35.9% | -34.2% |
| YTD | -35.1% | +12.0% | -47.1% | -38.7% |
| 1Y | -28.1% | +12.9% | -40.9% | -32.4% |
| 3Y | +69.0% | +74.9% | -6.0% | +20.9% |
| 5Y | -26.2% | +59.9% | -86.1% | -45.6% |
| 10Y | +43.0% | +224.6% | -181.6% | -28.1% |
| All | +43.0% | +224.4% | -181.3% | -28.1% |
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