+164.9%
C vs NVT
+694.8%
-530.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.7% |
| 7D | +0.3% | +2.0% | -1.8% | -1.0% |
| 30D | +2.0% | -7.2% | +9.2% | +5.6% |
| 3M | +4.4% | -0.9% | +5.3% | +2.4% |
| 6M | +28.3% | +42.6% | -14.2% | -0.2% |
| YTD | +20.5% | +52.9% | -32.4% | -10.7% |
| 1Y | +45.5% | +64.5% | -18.9% | +1.6% |
| 3Y | +274.0% | +178.0% | +96.0% | +70.7% |
| 5Y | +136.1% | +402.8% | -266.6% | -32.7% |
| All | +164.9% | +694.8% | -530.0% | -46.1% |
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