-45.1%
NRGD vs VT
+0.4%
-45.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.1% | +10.2% | +14.3% |
| 7D | +35.2% | -4.2% | +39.4% | +46.6% |
| 30D | +6.6% | -5.8% | +12.4% | +20.5% |
| 3M | -38.5% | -5.2% | -33.3% | -31.0% |
| 6M | -45.1% | +0.1% | -45.3% | -50.4% |
| All | -45.1% | +0.4% | -45.6% | -50.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling