+72.6%
VZ vs NRG
+971.7%
-899.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +1.5% | +10.0% | -8.5% | +0.8% |
| 30D | +4.4% | -3.2% | +7.6% | +4.4% |
| 3M | -2.4% | -18.5% | +16.1% | -1.2% |
| 6M | +1.4% | -25.3% | +26.7% | +2.9% |
| YTD | +21.4% | -38.1% | +59.5% | +24.5% |
| 1Y | +20.3% | -40.7% | +61.0% | +23.7% |
| 3Y | +57.4% | +121.8% | -64.4% | +32.7% |
| 5Y | +21.9% | +209.2% | -187.3% | -3.1% |
| All | +72.6% | +971.7% | -899.1% | +31.2% |
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