-84.4%
NRGD price history and return analytics
+18.7%
-103.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.5% |
| 7D | -5.2% | -2.0% | -3.2% | -2.7% |
| 30D | -24.8% | -1.4% | -23.4% | -23.3% |
| 3M | -47.4% | +4.7% | -52.2% | -49.3% |
| 6M | -65.7% | +11.4% | -77.1% | -69.1% |
| YTD | -83.9% | +13.1% | -96.9% | -84.9% |
| 1Y | -84.4% | +19.0% | -103.4% | -85.6% |
| All | -84.4% | +18.7% | -103.1% | -85.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling