+228.0%
NRG vs VCIT
+19.6%
+208.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | +7.1% | -0.3% | +7.5% | +7.6% |
| 30D | -1.4% | -0.8% | -0.7% | -0.5% |
| 3M | -10.5% | -1.0% | -9.4% | -9.3% |
| 6M | -26.7% | -1.8% | -24.9% | -25.1% |
| YTD | -24.5% | -0.7% | -23.8% | -23.6% |
| 1Y | -18.6% | +1.0% | -19.5% | -18.7% |
| All | +228.0% | +19.6% | +208.4% | +180.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling