+112.3%
NRGV vs VOO
+18.2%
+94.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | -0.2% |
| 7D | +12.2% | -0.8% | +13.0% | +14.7% |
| 30D | +9.9% | -1.1% | +11.0% | +13.7% |
| 3M | -2.9% | +3.9% | -6.8% | -11.8% |
| 6M | +30.2% | +13.6% | +16.6% | -2.8% |
| YTD | -6.5% | +12.7% | -19.2% | -27.1% |
| 1Y | +112.3% | +17.6% | +94.7% | +59.1% |
| All | +112.3% | +18.2% | +94.1% | +59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling