+9.0%
NRG vs VG
-38.0%
+47.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | +9.3% | -2.5% | +11.8% | +9.5% |
| 30D | +1.3% | +11.1% | -9.8% | -0.1% |
| 3M | -6.0% | +14.9% | -20.9% | -8.1% |
| 6M | -22.0% | +18.4% | -40.3% | -26.2% |
| YTD | -24.1% | +116.6% | -140.7% | -38.4% |
| 1Y | -18.0% | +9.4% | -27.4% | -22.4% |
| All | +9.0% | -38.0% | +47.0% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling