+276.1%
NRG vs VT
+374.2%
-98.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.4% |
| 3M | -10.5% | +2.4% | -12.8% | -12.8% |
| 6M | -26.7% | +12.0% | -38.7% | -35.1% |
| YTD | -24.5% | +15.3% | -39.9% | -35.0% |
| 1Y | -18.6% | +22.6% | -41.1% | -34.0% |
| 3Y | +227.1% | +74.7% | +152.5% | +87.4% |
| 5Y | +198.8% | +66.1% | +132.6% | +78.3% |
| 10Y | +1,122.3% | +225.0% | +897.3% | +260.0% |
| All | +276.1% | +374.2% | -98.1% | -30.5% |
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