+29.3%
VEA vs NRG
-18.6%
+47.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.0% | -0.5% |
| 7D | +1.0% | +7.1% | -6.2% | -0.1% |
| 30D | +1.9% | -1.4% | +3.4% | +2.0% |
| 3M | +3.2% | -10.5% | +13.7% | +4.0% |
| 6M | +10.2% | -26.7% | +37.0% | +14.2% |
| YTD | +18.9% | -24.5% | +43.4% | +22.6% |
| 1Y | +29.3% | -18.6% | +47.9% | +33.9% |
| All | +29.3% | -18.6% | +47.9% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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