+715.9%
VTV vs NRG
+1,429.7%
-713.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.3% |
| 7D | -1.1% | -4.7% | +3.6% | 0.0% |
| 30D | -1.0% | -6.0% | +4.9% | +0.2% |
| 3M | +4.6% | -8.0% | +12.6% | +5.5% |
| 6M | +13.5% | -23.2% | +36.7% | +18.5% |
| YTD | +18.5% | -28.1% | +46.6% | +25.0% |
| 1Y | +22.9% | -27.3% | +50.2% | +28.5% |
| 3Y | +67.8% | +208.7% | -140.8% | +14.3% |
| 5Y | +81.8% | +197.7% | -115.8% | +22.3% |
| 10Y | +233.0% | +1,103.3% | -870.3% | +45.2% |
| All | +715.9% | +1,429.7% | -713.8% | +245.5% |
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