-60.4%
NIOG price history and return analytics
+14.3%
-74.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -3.8% |
| 7D | -13.6% | -2.0% | -11.6% | -9.5% |
| 30D | -41.1% | -1.4% | -39.7% | -39.1% |
| 3M | -55.0% | +4.7% | -59.7% | -59.9% |
| 6M | -67.3% | +11.4% | -78.7% | -76.6% |
| YTD | -62.4% | +13.1% | -75.4% | -74.4% |
| All | -60.4% | +14.3% | -74.7% | -73.6% |
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