+193.5%
NRG vs VNQ
+7.0%
+186.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.1% |
| 7D | -4.7% | -1.3% | -3.4% | -3.8% |
| 30D | -6.0% | -2.6% | -3.4% | -4.2% |
| 3M | -8.0% | -2.0% | -5.9% | -7.0% |
| 6M | -23.2% | +4.3% | -27.5% | -25.6% |
| YTD | -28.1% | +9.2% | -37.3% | -32.5% |
| 1Y | -27.3% | +5.6% | -32.9% | -30.2% |
| 3Y | +208.7% | +30.8% | +177.8% | +152.7% |
| All | +193.5% | +7.0% | +186.4% | +178.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling