-89.2%
NRGD vs VOO
+27.2%
-116.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | +0.4% |
| 7D | -8.2% | -0.8% | -7.4% | -9.3% |
| 30D | -24.5% | -1.1% | -23.4% | -25.9% |
| 3M | -51.6% | +3.9% | -55.5% | -49.3% |
| 6M | -62.1% | +13.6% | -75.7% | -54.8% |
| YTD | -84.0% | +12.7% | -96.7% | -81.4% |
| 1Y | -84.6% | +17.6% | -102.2% | -79.5% |
| All | -89.2% | +27.2% | -116.4% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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