+25.3%
VZ vs NRG
+190.8%
-165.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.2% | -1.2% |
| 7D | -1.0% | +3.9% | -4.8% | -1.1% |
| 30D | +5.8% | -3.0% | +8.7% | +5.8% |
| 3M | +10.5% | -10.9% | +21.4% | +10.7% |
| 6M | +1.8% | -25.3% | +27.1% | +2.6% |
| YTD | +28.3% | -26.8% | +55.1% | +29.2% |
| 1Y | +22.0% | -23.3% | +45.3% | +22.4% |
| 3Y | +81.8% | +208.6% | -126.8% | +44.9% |
| 5Y | +25.3% | +194.1% | -168.8% | -1.7% |
| All | +25.3% | +190.8% | -165.5% | -1.7% |
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