+1,216.9%
VST vs NRG
+1,214.4%
+2.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -2.9% | -0.9% |
| 7D | +8.9% | +7.1% | +1.8% | +3.8% |
| 30D | +6.2% | -1.4% | +7.6% | +6.8% |
| 3M | -2.7% | -10.5% | +7.7% | +3.7% |
| 6M | -8.4% | -26.7% | +18.4% | +11.8% |
| YTD | -7.2% | -24.5% | +17.3% | +11.1% |
| 1Y | -20.9% | -18.6% | -2.3% | -9.4% |
| 3Y | +384.0% | +227.1% | +156.8% | +159.7% |
| 5Y | +757.1% | +198.8% | +558.3% | +370.4% |
| All | +1,216.9% | +1,214.4% | +2.4% | +372.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling