+1,065.2%
NRG vs VNQ
+64.0%
+1,001.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.1% |
| 7D | -4.7% | -1.3% | -3.4% | -3.7% |
| 30D | -6.0% | -2.6% | -3.4% | -4.0% |
| 3M | -8.0% | -2.0% | -5.9% | -6.9% |
| 6M | -23.2% | +4.3% | -27.5% | -25.8% |
| YTD | -28.1% | +9.2% | -37.3% | -32.9% |
| 1Y | -27.3% | +5.6% | -32.9% | -30.6% |
| 3Y | +208.7% | +30.8% | +177.8% | +145.6% |
| 5Y | +197.7% | +8.0% | +189.7% | +174.0% |
| All | +1,065.2% | +64.0% | +1,001.1% | +645.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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