-69.2%
NIOG price history and return analytics
+13.3%
-82.5%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -5.6% |
| 7D | -4.6% | -0.7% | -3.9% | -3.2% |
| 30D | -14.8% | -1.7% | -13.0% | -10.8% |
| 3M | -54.3% | -2.3% | -52.0% | -51.3% |
| 6M | -75.7% | +1.5% | -77.3% | -76.2% |
| YTD | -70.8% | +12.0% | -82.8% | -79.6% |
| All | -69.2% | +13.3% | -82.5% | -78.9% |
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