-89.2%
NRGD price history and return analytics
+32.5%
-121.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | +0.3% |
| 7D | -8.2% | -1.1% | -7.1% | -9.5% |
| 30D | -24.5% | -1.0% | -23.5% | -25.6% |
| 3M | -51.6% | +3.2% | -54.8% | -50.2% |
| 6M | -62.1% | +12.5% | -74.6% | -56.9% |
| YTD | -84.0% | +14.1% | -98.1% | -81.0% |
| 1Y | -84.6% | +18.9% | -103.5% | -78.9% |
| All | -89.2% | +32.5% | -121.7% | -70.6% |
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