+1,085.1%
NRG vs VT
+221.4%
+863.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | +9.3% | +1.0% | +8.2% | +8.0% |
| 30D | +1.3% | -0.2% | +1.5% | +1.6% |
| 3M | -6.0% | +4.5% | -10.5% | -10.6% |
| 6M | -22.0% | +14.1% | -36.0% | -32.5% |
| YTD | -24.1% | +14.8% | -38.9% | -34.6% |
| 1Y | -18.0% | +21.2% | -39.2% | -33.2% |
| 3Y | +220.0% | +76.6% | +143.5% | +80.9% |
| 5Y | +201.1% | +66.6% | +134.5% | +79.2% |
| 10Y | +1,085.1% | +222.3% | +862.8% | +176.7% |
| All | +1,085.1% | +221.4% | +863.7% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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