+71.1%
NG price history and return analytics
+69.7%
+1.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.0% |
| 7D | +10.2% | -2.3% | +12.5% | +14.7% |
| 30D | +0.6% | -5.0% | +5.6% | +10.9% |
| 3M | -7.2% | -4.9% | -2.4% | +2.8% |
| 6M | -29.1% | -1.5% | -27.6% | -25.2% |
| YTD | -31.3% | +8.5% | -39.8% | -36.5% |
| 1Y | -18.4% | +11.4% | -29.7% | -27.2% |
| 3Y | +71.1% | +70.1% | +1.1% | -32.5% |
| All | +71.1% | +69.7% | +1.4% | -32.5% |
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