-7.0%
NUMG price history and return analytics
+13.3%
-20.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.6% |
| 7D | -0.8% | -0.7% | -0.1% | -0.1% |
| 30D | -5.0% | -1.7% | -3.3% | -3.2% |
| 3M | -7.8% | -2.3% | -5.5% | -5.4% |
| 6M | -2.4% | +1.5% | -3.9% | -3.6% |
| YTD | -6.2% | +12.0% | -18.3% | -16.7% |
| 1Y | -7.0% | +12.9% | -19.9% | -18.2% |
| All | -7.0% | +13.3% | -20.3% | -18.2% |
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