+5.0%
NGS price history and return analytics
+224.4%
-219.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.6% |
| 7D | -1.3% | -0.7% | -0.6% | -0.5% |
| 30D | -13.2% | -1.7% | -11.4% | -11.6% |
| 3M | -22.0% | -2.3% | -19.7% | -20.3% |
| 6M | -28.3% | +1.5% | -29.8% | -29.5% |
| YTD | -14.2% | +12.0% | -26.3% | -23.5% |
| 1Y | +2.8% | +12.9% | -10.1% | -9.0% |
| 3Y | +106.8% | +74.9% | +31.8% | +25.2% |
| 5Y | +132.6% | +59.9% | +72.6% | +50.2% |
| 10Y | +5.0% | +224.6% | -219.6% | -60.1% |
| All | +5.0% | +224.4% | -219.3% | -60.1% |
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