+252.8%
NRG price history and return analytics
+364.8%
-112.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.4% | -2.3% |
| 7D | -0.2% | -2.0% | +1.8% | +2.1% |
| 30D | -6.8% | -1.4% | -5.4% | -5.2% |
| 3M | -7.1% | +4.7% | -11.9% | -11.8% |
| 6M | -27.6% | +11.4% | -38.9% | -35.4% |
| YTD | -29.2% | +13.1% | -42.3% | -37.7% |
| 1Y | -29.9% | +19.0% | -48.9% | -41.4% |
| 3Y | +198.7% | +73.9% | +124.7% | +72.0% |
| 5Y | +192.9% | +65.4% | +127.5% | +75.8% |
| 10Y | +1,084.1% | +225.4% | +858.7% | +248.2% |
| All | +252.8% | +364.8% | -112.0% | -33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling