-9.3%
NG price history and return analytics
+345.0%
-354.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.7% |
| 7D | -1.6% | -4.2% | +2.6% | +1.8% |
| 30D | -8.3% | -5.8% | -2.5% | -3.7% |
| 3M | -11.9% | -5.2% | -6.7% | -7.5% |
| 6M | -23.5% | +0.1% | -23.6% | -22.3% |
| YTD | -34.9% | +8.2% | -43.1% | -36.8% |
| 1Y | -23.0% | +10.1% | -33.1% | -26.1% |
| 3Y | +58.5% | +69.7% | -11.2% | +13.1% |
| 5Y | -21.7% | +53.4% | -75.1% | -40.0% |
| 10Y | +12.0% | +219.2% | -207.2% | -50.7% |
| All | -9.3% | +345.0% | -354.3% | -76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling