+68.3%
NGEN price history and return analytics
+150.5%
-82.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -5.6% |
| 7D | -5.6% | +1.0% | -6.6% | -6.4% |
| 30D | +28.1% | -0.2% | +28.3% | +28.3% |
| 3M | +20.3% | +4.5% | +15.8% | +16.1% |
| 6M | -45.5% | +14.1% | -59.6% | -50.8% |
| YTD | -60.9% | +14.8% | -75.7% | -64.7% |
| 1Y | -18.0% | +21.2% | -39.2% | -28.6% |
| 3Y | +51.0% | +76.6% | -25.5% | -0.7% |
| 5Y | +39.0% | +66.6% | -27.6% | -5.5% |
| All | +68.3% | +150.5% | -82.1% | -18.0% |
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