-89.0%
NRGD vs VOO
+26.9%
-116.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -4.3% |
| 7D | -3.7% | -0.4% | -3.3% | -4.3% |
| 30D | -28.9% | -1.4% | -27.5% | -30.6% |
| 3M | -50.6% | +3.7% | -54.4% | -48.6% |
| 6M | -64.0% | +13.0% | -77.1% | -57.5% |
| YTD | -83.8% | +12.4% | -96.2% | -81.2% |
| 1Y | -84.9% | +18.6% | -103.5% | -79.3% |
| All | -89.0% | +26.9% | -116.0% | -74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling