+5.2%
VUG vs NRG
-50.8%
+56.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -13.5% | +15.1% | +2.8% |
| 7D | -3.0% | -13.7% | +10.7% | -1.8% |
| 30D | -6.4% | -13.6% | +7.1% | -5.3% |
| 3M | -3.2% | -28.5% | +25.3% | -0.4% |
| 6M | +3.1% | -45.8% | +48.9% | +8.6% |
| YTD | +6.3% | -46.9% | +53.2% | +11.3% |
| 1Y | +5.2% | -49.7% | +54.9% | +10.7% |
| All | +5.2% | -50.8% | +56.0% | +10.7% |
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