-84.4%
NRGD vs VOO
+17.3%
-101.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.3% |
| 7D | -5.2% | -2.0% | -3.2% | -2.6% |
| 30D | -24.8% | -1.7% | -23.2% | -23.0% |
| 3M | -47.4% | +4.7% | -52.2% | -49.5% |
| 6M | -65.7% | +12.6% | -78.3% | -69.6% |
| YTD | -83.9% | +11.8% | -95.6% | -85.6% |
| 1Y | -84.4% | +17.5% | -101.9% | -87.1% |
| All | -84.4% | +17.3% | -101.7% | -87.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling