+202.5%
NRG vs VT
+66.2%
+136.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | +7.1% | +0.4% | +6.7% | +6.6% |
| 30D | -1.4% | +1.0% | -2.4% | -2.5% |
| 3M | -10.5% | +2.4% | -12.8% | -13.0% |
| 6M | -26.7% | +12.0% | -38.7% | -35.8% |
| YTD | -24.5% | +15.3% | -39.9% | -35.9% |
| 1Y | -18.6% | +22.6% | -41.1% | -35.2% |
| 3Y | +227.1% | +74.7% | +152.5% | +88.7% |
| All | +202.5% | +66.2% | +136.3% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling