+34.9%
NGVT price history and return analytics
+215.5%
-180.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.9% | -6.0% |
| 7D | -19.1% | -2.3% | -16.8% | -15.9% |
| 30D | -15.2% | -5.0% | -10.3% | -8.4% |
| 3M | -22.3% | -4.9% | -17.4% | -16.1% |
| 6M | -22.8% | -1.5% | -21.3% | -20.9% |
| YTD | +1.6% | +8.5% | -6.9% | -9.6% |
| 1Y | +30.1% | +11.4% | +18.8% | +11.5% |
| 3Y | +50.1% | +70.1% | -20.0% | -26.3% |
| 5Y | -26.8% | +53.7% | -80.6% | -58.4% |
| All | +34.9% | +215.5% | -180.7% | -66.7% |
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