-56.4%
NRGV price history and return analytics
+81.6%
-138.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -0.2% |
| 7D | +11.1% | -2.0% | +13.1% | +15.4% |
| 30D | +17.6% | -1.4% | +19.0% | +21.4% |
| 3M | -2.8% | +4.7% | -7.5% | -9.2% |
| 6M | +33.2% | +11.4% | +21.9% | +12.1% |
| YTD | -8.7% | +13.1% | -21.7% | -24.4% |
| 1Y | +120.4% | +19.0% | +101.4% | +67.9% |
| 3Y | +47.2% | +73.9% | -26.7% | -32.0% |
| 5Y | -57.3% | +65.4% | -122.6% | -82.1% |
| All | -56.4% | +81.6% | -138.0% | -82.1% |
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