+37.7%
NG price history and return analytics
+217.6%
-179.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -8.9% |
| 7D | +8.5% | -0.1% | +8.7% | +8.7% |
| 30D | -7.0% | -3.1% | -3.9% | -4.2% |
| 3M | -18.3% | -3.5% | -14.8% | -15.2% |
| 6M | -28.7% | +0.5% | -29.1% | -27.8% |
| YTD | -33.0% | +10.8% | -43.8% | -36.2% |
| 1Y | -27.4% | +11.9% | -39.3% | -31.1% |
| 3Y | +74.3% | +73.0% | +1.3% | +25.9% |
| 5Y | -21.2% | +58.6% | -79.8% | -41.5% |
| 10Y | +37.7% | +219.2% | -181.4% | -34.7% |
| All | +37.7% | +217.6% | -179.9% | -34.7% |
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