+209.3%
NRG vs VT
+357.6%
-148.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.6% | +7.7% | +7.5% |
| 7D | +2.9% | +0.4% | +2.6% | +2.4% |
| 30D | -9.3% | -2.6% | -6.7% | -6.8% |
| 3M | -17.1% | -3.2% | -13.9% | -14.1% |
| 6M | -28.9% | +0.9% | -29.8% | -29.6% |
| YTD | -37.9% | +11.3% | -49.2% | -44.4% |
| 1Y | -42.7% | +14.0% | -56.7% | -49.9% |
| 3Y | +127.5% | +75.8% | +51.6% | +29.6% |
| 5Y | +217.4% | +57.8% | +159.6% | +100.2% |
| 10Y | +898.2% | +219.8% | +678.4% | +198.0% |
| All | +209.3% | +357.6% | -148.3% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling