+249.2%
NGVC price history and return analytics
+215.5%
+33.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -2.4% |
| 7D | -0.3% | -2.3% | +2.0% | +1.2% |
| 30D | -4.8% | -5.0% | +0.2% | -1.8% |
| 3M | -11.4% | -4.9% | -6.5% | -8.9% |
| 6M | +6.7% | -1.5% | +8.2% | +6.5% |
| YTD | +16.1% | +8.5% | +7.6% | +7.8% |
| 1Y | -6.6% | +11.4% | -18.0% | -14.9% |
| 3Y | +146.4% | +70.1% | +76.3% | +67.3% |
| 5Y | +162.4% | +53.7% | +108.7% | +88.4% |
| All | +249.2% | +215.5% | +33.7% | +52.0% |
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