+46.5%
USNG price history and return analytics
+32.1%
+14.4%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.9% |
| 7D | +2.0% | -1.1% | +3.1% | +2.6% |
| 30D | +2.8% | -1.0% | +3.8% | +3.3% |
| 3M | +1.4% | +3.2% | -1.8% | -0.3% |
| 6M | +9.8% | +12.5% | -2.7% | +3.2% |
| YTD | +32.2% | +14.1% | +18.1% | +22.9% |
| 1Y | +35.8% | +18.9% | +16.9% | +23.2% |
| All | +46.5% | +32.1% | +14.4% | +27.4% |
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