+12.1%
IVV vs NVT
+5.4%
+6.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +3.3% | +17.4% | -14.1% | +0.9% |
| 30D | -2.7% | -28.4% | +25.7% | +1.5% |
| 3M | -1.7% | -32.4% | +30.7% | +3.2% |
| 6M | +3.2% | -32.2% | +35.3% | +7.7% |
| YTD | +12.0% | +14.0% | -2.0% | +5.2% |
| 1Y | +12.1% | +4.3% | +7.8% | +7.7% |
| All | +12.1% | +5.4% | +6.7% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling