+985.8%
NRG vs VCIT
+30.9%
+954.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +17.1% | -0.5% | +17.6% | +17.6% |
| 30D | -7.9% | +1.5% | -9.3% | -9.2% |
| 3M | -18.2% | -1.0% | -17.2% | -17.5% |
| 6M | -28.4% | -1.7% | -26.7% | -27.3% |
| YTD | -37.9% | -1.4% | -36.5% | -37.0% |
| 1Y | -39.2% | -0.9% | -38.3% | -38.6% |
| 3Y | +125.3% | +19.8% | +105.5% | +94.8% |
| 5Y | +215.7% | +4.6% | +211.1% | +204.1% |
| 10Y | +985.8% | +31.5% | +954.3% | +795.2% |
| All | +985.8% | +30.9% | +954.9% | +795.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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