+84.3%
VZ vs NRG
+229.1%
-144.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.6% |
| 7D | +0.2% | +9.3% | -9.0% | +0.4% |
| 30D | +7.1% | +1.3% | +5.8% | +7.2% |
| 3M | +12.8% | -6.0% | +18.8% | +12.8% |
| 6M | +1.8% | -22.0% | +23.8% | +1.5% |
| YTD | +30.0% | -24.1% | +54.1% | +29.6% |
| 1Y | +24.3% | -18.0% | +42.3% | +24.2% |
| 3Y | +84.3% | +220.0% | -135.7% | +43.6% |
| All | +84.3% | +229.1% | -144.8% | +43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling