-35.3%
NUG price history and return analytics
+14.8%
-50.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +4.3% |
| 7D | -3.3% | -1.1% | -2.2% | +0.2% |
| 30D | +0.1% | -2.9% | +3.1% | +11.8% |
| 3M | -9.0% | +0.6% | -9.6% | -8.6% |
| 6M | -19.4% | +4.9% | -24.3% | -29.2% |
| YTD | -42.1% | +11.9% | -54.0% | -58.0% |
| All | -35.3% | +14.8% | -50.0% | -58.4% |
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