-11.4%
NVG price history and return analytics
+63.7%
-75.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.7% |
| 7D | -3.1% | -2.0% | -1.1% | -2.5% |
| 30D | -6.2% | -1.4% | -4.8% | -5.8% |
| 3M | -7.2% | +4.7% | -12.0% | -8.6% |
| 6M | -7.0% | +11.4% | -18.4% | -10.1% |
| YTD | -3.9% | +13.1% | -16.9% | -7.6% |
| 1Y | +1.0% | +19.0% | -18.0% | -4.4% |
| 3Y | +30.3% | +73.9% | -43.6% | +8.6% |
| 5Y | -11.4% | +65.4% | -76.8% | -26.1% |
| All | -11.4% | +63.7% | -75.1% | -26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling