+1,125.4%
NRG vs VTEB
+18.2%
+1,107.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -8.9% | -1.0% | -7.9% | -8.1% |
| 30D | -14.1% | -2.4% | -11.6% | -12.3% |
| 3M | -13.2% | -2.9% | -10.3% | -11.1% |
| 6M | -28.6% | -2.2% | -26.4% | -27.1% |
| YTD | -31.2% | -1.5% | -29.7% | -30.2% |
| 1Y | -33.4% | +0.2% | -33.6% | -33.2% |
| 3Y | +192.9% | +8.6% | +184.3% | +174.7% |
| 5Y | +181.8% | +1.2% | +180.7% | +178.5% |
| 10Y | +1,125.4% | +18.2% | +1,107.3% | +1,075.9% |
| All | +1,125.4% | +18.2% | +1,107.2% | +1,075.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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