-62.5%
NRGV vs VT
+78.8%
-141.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.6% | +9.1% | +6.5% |
| 7D | +22.7% | +0.4% | +22.3% | +22.8% |
| 30D | +11.4% | -2.6% | +14.0% | +19.2% |
| 3M | +3.7% | -3.2% | +7.0% | +13.6% |
| 6M | -20.1% | +0.9% | -21.0% | -17.1% |
| YTD | -21.5% | +11.3% | -32.8% | -31.5% |
| 1Y | +2.5% | +14.0% | -11.5% | -13.7% |
| 3Y | +41.4% | +75.8% | -34.4% | -34.2% |
| 5Y | -63.7% | +57.8% | -121.5% | -83.9% |
| All | -62.5% | +78.8% | -141.3% | -83.7% |
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