+409.3%
VZ vs NRG
+1,284.9%
-875.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +1.5% | +10.0% | -8.5% | +0.2% |
| 30D | +4.4% | -3.2% | +7.6% | +4.4% |
| 3M | -2.4% | -18.5% | +16.1% | -0.4% |
| 6M | +1.4% | -25.3% | +26.7% | +3.9% |
| YTD | +21.4% | -38.1% | +59.5% | +26.7% |
| 1Y | +20.3% | -40.7% | +61.0% | +26.0% |
| 3Y | +57.4% | +121.8% | -64.4% | +28.7% |
| 5Y | +21.9% | +209.2% | -187.3% | -6.9% |
| 10Y | +70.7% | +981.4% | -910.6% | +0.5% |
| All | +409.3% | +1,284.9% | -875.6% | +206.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling