-89.9%
NRGD vs VOO
+26.4%
-116.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.7% |
| 7D | -12.6% | +3.3% | -15.9% | -8.7% |
| 30D | +16.0% | -2.7% | +18.7% | +11.6% |
| 3M | -29.5% | -1.7% | -27.8% | -31.7% |
| 6M | -56.4% | +3.1% | -59.5% | -55.3% |
| YTD | -85.1% | +11.9% | -97.0% | -82.8% |
| 1Y | -84.7% | +12.1% | -96.8% | -82.4% |
| All | -89.9% | +26.4% | -116.3% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling