+257.2%
NGVC price history and return analytics
+214.8%
+42.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | +1.4% |
| 7D | +2.7% | -4.2% | +6.9% | +5.5% |
| 30D | -1.9% | -5.8% | +3.9% | +1.7% |
| 3M | -7.9% | -5.2% | -2.7% | -5.1% |
| 6M | +2.9% | +0.1% | +2.7% | +1.5% |
| YTD | +18.7% | +8.2% | +10.5% | +10.4% |
| 1Y | -7.8% | +10.1% | -17.9% | -15.3% |
| 3Y | +149.1% | +69.7% | +79.4% | +69.4% |
| 5Y | +168.4% | +53.4% | +115.0% | +92.9% |
| All | +257.2% | +214.8% | +42.4% | +55.7% |
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 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