+147.3%
VXUS vs NRG
+1,083.9%
-936.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -1.4% | -4.7% | +3.2% | -0.6% |
| 30D | -0.5% | -6.0% | +5.5% | +0.5% |
| 3M | +2.6% | -8.0% | +10.5% | +3.3% |
| 6M | +10.9% | -23.2% | +34.0% | +15.0% |
| YTD | +16.1% | -28.1% | +44.2% | +21.6% |
| 1Y | +22.3% | -27.3% | +49.5% | +27.2% |
| 3Y | +72.0% | +208.7% | -136.6% | +26.4% |
| 5Y | +54.1% | +197.7% | -143.5% | +12.1% |
| All | +147.3% | +1,083.9% | -936.7% | +48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling