+148.2%
NGVT price history and return analytics
+224.4%
-76.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.1% | -9.5% | -7.9% |
| 7D | -15.5% | -4.2% | -11.3% | -9.8% |
| 30D | -12.5% | -5.8% | -6.7% | -4.4% |
| 3M | -17.4% | -5.2% | -12.1% | -10.5% |
| 6M | -17.4% | +0.1% | -17.5% | -17.4% |
| YTD | +7.7% | +8.2% | -0.6% | -3.5% |
| 1Y | +17.0% | +10.1% | +6.9% | +2.6% |
| 3Y | +48.8% | +69.7% | -20.8% | -24.9% |
| 5Y | -22.5% | +53.4% | -75.8% | -54.9% |
| 10Y | +41.3% | +219.2% | -177.9% | -58.4% |
| All | +148.2% | +224.4% | -76.2% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling