+137.9%
VGT vs NRG
+194.8%
-56.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.8% |
| 7D | -0.2% | -4.7% | +4.5% | +1.1% |
| 30D | -0.4% | -6.0% | +5.5% | +1.0% |
| 3M | +4.4% | -8.0% | +12.4% | +5.3% |
| 6M | +32.1% | -23.2% | +55.2% | +39.0% |
| YTD | +28.8% | -28.1% | +56.8% | +37.4% |
| 1Y | +35.3% | -27.3% | +62.6% | +43.3% |
| 3Y | +124.8% | +208.7% | -83.9% | +41.4% |
| All | +137.9% | +194.8% | -56.9% | +54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling