+40.7%
NG price history and return analytics
+223.7%
-183.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +5.2% |
| 7D | +17.0% | +0.4% | +16.6% | +16.7% |
| 30D | +2.5% | -2.6% | +5.1% | +5.1% |
| 3M | -9.4% | -3.2% | -6.1% | -6.2% |
| 6M | -21.4% | +0.9% | -22.3% | -20.7% |
| YTD | -26.2% | +11.3% | -37.5% | -29.9% |
| 1Y | -16.0% | +14.0% | -30.0% | -21.5% |
| 3Y | +92.7% | +75.8% | +16.9% | +37.6% |
| 5Y | -13.4% | +57.8% | -71.2% | -35.7% |
| 10Y | +40.7% | +219.8% | -179.1% | -36.4% |
| All | +40.7% | +223.7% | -183.0% | -36.4% |
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