+118.1%
NRGU vs VT
+29.0%
+89.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.7% | +5.8% |
| 7D | +19.4% | +2.4% | +17.0% | +16.5% |
| 30D | -20.3% | -1.5% | -18.8% | -19.5% |
| 3M | +18.6% | -4.1% | +22.7% | +22.8% |
| 6M | +58.2% | +0.6% | +57.6% | +49.0% |
| YTD | +225.6% | +11.0% | +214.6% | +131.2% |
| 1Y | +193.0% | +13.3% | +179.6% | +94.3% |
| All | +118.1% | +29.0% | +89.1% | -11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling