-88.5%
NRGD vs VT
+25.8%
-114.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.1% | +10.2% | +1.9% |
| 7D | +35.2% | -4.2% | +39.4% | +29.2% |
| 30D | +6.6% | -5.8% | +12.4% | -0.5% |
| 3M | -38.5% | -5.2% | -33.3% | -42.5% |
| 6M | -45.1% | +0.1% | -45.3% | -45.5% |
| YTD | -82.9% | +8.2% | -91.2% | -80.9% |
| 1Y | -84.5% | +10.1% | -94.6% | -81.8% |
| All | -88.5% | +25.8% | -114.2% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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