-49.7%
NRG vs VG
+47.2%
-96.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -7.7% | -5.8% | -13.8% |
| 7D | -13.7% | -16.4% | +2.7% | -14.5% |
| 30D | -13.6% | -10.8% | -2.8% | -13.9% |
| 3M | -28.5% | -6.3% | -22.2% | -28.4% |
| 6M | -45.8% | -12.5% | -33.3% | -45.6% |
| YTD | -46.9% | +76.9% | -123.8% | -49.6% |
| 1Y | -49.7% | +51.8% | -101.5% | -51.0% |
| All | -49.7% | +47.2% | -96.9% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling