+112.3%
NRGV price history and return analytics
+19.6%
+92.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | -0.1% |
| 7D | +12.2% | -1.1% | +13.3% | +15.6% |
| 30D | +9.9% | -1.0% | +10.9% | +13.4% |
| 3M | -2.9% | +3.2% | -6.1% | -8.6% |
| 6M | +30.2% | +12.5% | +17.7% | +2.7% |
| YTD | -6.5% | +14.1% | -20.6% | -27.4% |
| 1Y | +112.3% | +18.9% | +93.4% | +58.3% |
| All | +112.3% | +19.6% | +92.7% | +58.3% |
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