-66.4%
NRGV vs VT
+74.3%
-140.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +0.2% | +15.5% | +15.2% |
| 7D | +4.9% | -2.3% | +7.2% | +10.5% |
| 30D | -11.5% | -5.0% | -6.5% | -0.7% |
| 3M | +9.5% | -4.9% | +14.3% | +24.0% |
| 6M | -23.0% | -1.5% | -21.5% | -16.3% |
| YTD | -29.7% | +8.5% | -38.2% | -35.6% |
| 1Y | -8.2% | +11.4% | -19.6% | -19.3% |
| 3Y | +37.9% | +70.1% | -32.2% | -31.9% |
| 5Y | -67.5% | +53.7% | -121.3% | -84.9% |
| All | -66.4% | +74.3% | -140.7% | -84.7% |
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