-23.6%
NUG price history and return analytics
+18.3%
-41.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.0% |
| 7D | +14.2% | +0.4% | +13.7% | +12.9% |
| 30D | +8.9% | +1.0% | +7.9% | +6.4% |
| 3M | +48.2% | +2.4% | +45.8% | +39.4% |
| 6M | -9.9% | +12.0% | -21.9% | -35.6% |
| YTD | -31.7% | +15.3% | -47.0% | -55.3% |
| All | -23.6% | +18.3% | -41.9% | -55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling