-55.5%
NRGV vs VT
+83.2%
-138.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.6% |
| 7D | +20.8% | -0.1% | +21.0% | +21.1% |
| 30D | +28.4% | -0.7% | +29.1% | +30.6% |
| 3M | -8.5% | +4.0% | -12.5% | -13.4% |
| 6M | +36.2% | +12.3% | +23.9% | +12.7% |
| YTD | -6.9% | +14.0% | -21.0% | -24.3% |
| 1Y | +142.4% | +20.3% | +122.1% | +80.8% |
| 3Y | +50.0% | +75.4% | -25.4% | -31.9% |
| 5Y | -56.4% | +66.0% | -122.3% | -82.0% |
| All | -55.5% | +83.2% | -138.7% | -82.0% |
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