+53.1%
VXUS vs NRG
+194.8%
-141.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -1.4% | -4.7% | +3.2% | -0.7% |
| 30D | -0.5% | -6.0% | +5.5% | +0.4% |
| 3M | +2.6% | -8.0% | +10.5% | +3.2% |
| 6M | +10.9% | -23.2% | +34.0% | +14.4% |
| YTD | +16.1% | -28.1% | +44.2% | +20.8% |
| 1Y | +22.3% | -27.3% | +49.5% | +26.5% |
| 3Y | +72.0% | +208.7% | -136.6% | +28.4% |
| All | +53.1% | +194.8% | -141.7% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling