+125.9%
NUMG price history and return analytics
+211.8%
-86.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.6% |
| 7D | -0.8% | -0.7% | -0.1% | 0.0% |
| 30D | -5.0% | -1.7% | -3.3% | -3.0% |
| 3M | -7.8% | -2.3% | -5.5% | -5.3% |
| 6M | -2.4% | +1.5% | -3.9% | -4.0% |
| YTD | -6.2% | +12.0% | -18.3% | -17.1% |
| 1Y | -7.0% | +12.9% | -19.9% | -18.5% |
| 3Y | +22.7% | +74.9% | -52.3% | -32.2% |
| 5Y | -12.8% | +59.9% | -72.7% | -46.6% |
| All | +125.9% | +211.8% | -86.0% | -12.8% |
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