+193.5%
NRG price history and return analytics
+65.7%
+127.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.6% |
| 7D | -4.7% | -1.1% | -3.6% | -3.4% |
| 30D | -6.0% | -1.0% | -5.0% | -4.8% |
| 3M | -8.0% | +3.2% | -11.1% | -11.4% |
| 6M | -23.2% | +12.5% | -35.6% | -33.0% |
| YTD | -28.1% | +14.1% | -42.1% | -38.1% |
| 1Y | -27.3% | +18.9% | -46.2% | -40.0% |
| 3Y | +208.7% | +74.1% | +134.6% | +79.4% |
| All | +193.5% | +65.7% | +127.8% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling