+251.5%
NGVC price history and return analytics
+222.7%
+28.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | -0.2% | +2.9% | -3.1% | -2.1% |
| 30D | -3.5% | -2.5% | -1.0% | -2.1% |
| 3M | +7.0% | -3.3% | +10.3% | +9.0% |
| 6M | +9.1% | +1.5% | +7.6% | +6.9% |
| YTD | +18.4% | +11.4% | +7.1% | +8.1% |
| 1Y | -8.7% | +11.9% | -20.6% | -17.0% |
| 3Y | +161.4% | +73.9% | +87.6% | +74.8% |
| 5Y | +163.9% | +57.9% | +106.0% | +86.1% |
| All | +251.5% | +222.7% | +28.8% | +36.8% |
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