-44.7%
NVGS price history and return analytics
+346.0%
-390.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -7.8% | -2.3% | -5.4% | -6.7% |
| 30D | -15.8% | -5.0% | -10.8% | -13.6% |
| 3M | -4.6% | -4.9% | +0.3% | -2.3% |
| 6M | -11.9% | -1.5% | -10.4% | -11.5% |
| YTD | +15.7% | +8.5% | +7.2% | +10.8% |
| 1Y | +15.3% | +11.4% | +3.9% | +8.9% |
| 3Y | +44.1% | +70.1% | -26.0% | +10.7% |
| 5Y | +145.8% | +53.7% | +92.1% | +97.4% |
| 10Y | +200.3% | +220.0% | -19.6% | +91.7% |
| All | -44.7% | +346.0% | -390.8% | -67.2% |
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 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