+106.2%
NXG price history and return analytics
+63.7%
+42.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -1.7% |
| 7D | +2.2% | -2.0% | +4.2% | +4.1% |
| 30D | -7.9% | -1.4% | -6.5% | -6.7% |
| 3M | +0.1% | +4.7% | -4.7% | -4.1% |
| 6M | +11.8% | +11.4% | +0.5% | +0.9% |
| YTD | +19.7% | +13.1% | +6.7% | +6.2% |
| 1Y | +33.3% | +19.0% | +14.2% | +12.4% |
| 3Y | +118.2% | +73.9% | +44.3% | +24.5% |
| 5Y | +106.2% | +65.4% | +40.8% | +23.2% |
| All | +106.2% | +63.7% | +42.5% | +23.2% |
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 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