-60.2%
NRGV vs VT
+85.3%
-145.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.4% |
| 7D | +8.5% | +0.4% | +8.0% | +7.8% |
| 30D | +27.6% | +1.0% | +26.6% | +26.1% |
| 3M | -40.8% | +2.4% | -43.2% | -41.8% |
| 6M | +14.6% | +12.0% | +2.6% | -4.5% |
| YTD | -16.7% | +15.3% | -32.0% | -33.6% |
| 1Y | +85.5% | +22.6% | +62.9% | +33.6% |
| 3Y | +18.5% | +74.7% | -56.2% | -46.2% |
| 5Y | -60.3% | +66.1% | -126.5% | -84.0% |
| All | -60.2% | +85.3% | -145.5% | -84.3% |
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