+26.8%
NG price history and return analytics
+221.8%
-195.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -12.0% | +2.4% | -14.4% | -13.7% |
| 30D | -9.6% | -1.5% | -8.1% | -8.3% |
| 3M | -27.4% | -4.1% | -23.3% | -24.3% |
| 6M | -37.9% | +0.6% | -38.4% | -37.1% |
| YTD | -39.6% | +11.0% | -50.6% | -42.5% |
| 1Y | -34.9% | +13.3% | -48.3% | -38.9% |
| 3Y | +54.2% | +73.4% | -19.1% | +11.2% |
| 5Y | -31.3% | +57.4% | -88.7% | -48.8% |
| All | +26.8% | +221.8% | -195.0% | -36.8% |
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