+206.7%
NRGU price history and return analytics
+19.6%
+187.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +2.1% |
| 7D | +8.8% | -1.1% | +9.9% | +7.2% |
| 30D | +28.2% | -1.0% | +29.2% | +26.9% |
| 3M | +70.0% | +3.2% | +66.8% | +77.7% |
| 6M | +70.5% | +12.5% | +58.0% | +97.6% |
| YTD | +248.3% | +14.1% | +234.2% | +290.1% |
| 1Y | +206.7% | +18.9% | +187.8% | +242.2% |
| All | +206.7% | +19.6% | +187.1% | +242.2% |
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