-53.0%
NUGT price history and return analytics
+229.8%
-282.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +0.9% |
| 7D | -4.7% | -1.1% | -3.6% | -3.3% |
| 30D | +11.0% | -1.0% | +12.0% | +13.0% |
| 3M | +44.5% | +3.2% | +41.4% | +40.9% |
| 6M | -22.6% | +12.5% | -35.1% | -29.7% |
| YTD | -0.3% | +14.1% | -14.3% | -9.6% |
| 1Y | +41.4% | +18.9% | +22.5% | +23.5% |
| 3Y | +516.2% | +74.1% | +442.1% | +262.5% |
| 5Y | +291.3% | +66.9% | +224.4% | +140.1% |
| All | -53.0% | +229.8% | -282.8% | -89.6% |
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