-88.2%
NRGD vs VT
+34.0%
-122.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -8.8% | +0.4% | -9.2% | -8.3% |
| 30D | -37.2% | +1.0% | -38.2% | -36.6% |
| 3M | -42.6% | +2.4% | -45.0% | -42.2% |
| 6M | -62.0% | +12.0% | -74.0% | -58.2% |
| YTD | -82.6% | +15.3% | -97.9% | -79.0% |
| 1Y | -83.1% | +22.6% | -105.6% | -75.0% |
| All | -88.2% | +34.0% | -122.2% | -67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling