+180.4%
NRG vs VT
+346.0%
-165.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.4% |
| 7D | -7.6% | -2.3% | -5.3% | -5.6% |
| 30D | -18.3% | -5.0% | -13.4% | -13.9% |
| 3M | -25.5% | -4.9% | -20.6% | -21.4% |
| 6M | -40.9% | -1.5% | -39.3% | -40.0% |
| YTD | -43.7% | +8.5% | -52.2% | -48.3% |
| 1Y | -47.3% | +11.4% | -58.7% | -52.9% |
| 3Y | +103.2% | +70.1% | +33.1% | +19.7% |
| 5Y | +176.7% | +53.7% | +123.0% | +79.2% |
| 10Y | +886.8% | +220.0% | +666.9% | +194.1% |
| All | +180.4% | +346.0% | -165.7% | -44.8% |
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