+128.5%
AON vs NVT
+731.8%
-603.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -2.5% |
| 7D | -6.3% | +4.1% | -10.4% | -7.0% |
| 30D | -14.1% | -5.1% | -9.0% | -13.5% |
| 3M | -9.5% | -1.2% | -8.3% | -10.3% |
| 6M | -4.0% | +46.6% | -50.6% | -13.7% |
| YTD | -13.8% | +60.0% | -73.8% | -24.5% |
| 1Y | -18.3% | +70.8% | -89.1% | -30.1% |
| 3Y | -7.2% | +187.5% | -194.7% | -34.7% |
| 5Y | +7.3% | +426.1% | -418.8% | -39.3% |
| All | +128.5% | +731.8% | -603.3% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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