+128.8%
NJR price history and return analytics
+221.8%
-93.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | +2.3% | +2.4% | -0.1% | +0.6% |
| 30D | +7.2% | -1.5% | +8.7% | +8.1% |
| 3M | +1.1% | -4.1% | +5.2% | +3.8% |
| 6M | -1.0% | +0.6% | -1.6% | -2.4% |
| YTD | +23.8% | +11.0% | +12.8% | +12.5% |
| 1Y | +23.8% | +13.3% | +10.4% | +10.4% |
| 3Y | +51.5% | +73.4% | -21.9% | -7.3% |
| 5Y | +71.9% | +57.4% | +14.4% | +13.3% |
| All | +128.8% | +221.8% | -93.0% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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