+991.1%
VTI vs NRG
+1,510.3%
-519.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.4% |
| 7D | -0.9% | -4.7% | +3.8% | +0.3% |
| 30D | -1.4% | -6.0% | +4.5% | -0.2% |
| 3M | +3.6% | -8.0% | +11.5% | +4.5% |
| 6M | +13.6% | -23.2% | +36.8% | +18.9% |
| YTD | +12.9% | -28.1% | +41.0% | +19.5% |
| 1Y | +17.2% | -27.3% | +44.5% | +23.0% |
| 3Y | +75.7% | +208.7% | -133.0% | +20.0% |
| 5Y | +75.4% | +197.7% | -122.2% | +18.6% |
| 10Y | +303.3% | +1,103.3% | -800.0% | +78.0% |
| All | +991.1% | +1,510.3% | -519.1% | +369.2% |
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