+590.8%
NRG vs VOO
+802.4%
-211.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.6% |
| 7D | -0.2% | -2.0% | +1.8% | +1.9% |
| 30D | -6.8% | -1.7% | -5.1% | -5.1% |
| 3M | -7.1% | +4.7% | -11.9% | -11.8% |
| 6M | -27.6% | +12.6% | -40.1% | -36.0% |
| YTD | -29.2% | +11.8% | -41.0% | -36.9% |
| 1Y | -29.9% | +17.5% | -47.4% | -40.5% |
| 3Y | +198.7% | +77.0% | +121.7% | +72.3% |
| 5Y | +192.9% | +82.6% | +110.3% | +61.8% |
| 10Y | +1,084.1% | +320.0% | +764.1% | +172.3% |
| All | +590.8% | +802.4% | -211.5% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling