+25.2%
VZ vs NRG
-50.8%
+76.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -13.5% | +15.6% | +1.0% |
| 7D | +6.9% | -13.7% | +20.6% | +5.8% |
| 30D | +2.3% | -13.6% | +15.8% | +1.2% |
| 3M | 0.0% | -28.5% | +28.5% | -1.9% |
| 6M | +0.2% | -45.8% | +46.0% | -2.7% |
| YTD | +20.9% | -46.9% | +67.8% | +18.0% |
| 1Y | +25.2% | -49.7% | +74.9% | +21.8% |
| All | +25.2% | -50.8% | +76.0% | +21.8% |
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