+82.2%
IVV vs NVT
+425.5%
-343.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -1.8% |
| 7D | +0.5% | +10.4% | -9.9% | -2.3% |
| 30D | -1.0% | -1.3% | +0.3% | -0.9% |
| 3M | +3.9% | -0.6% | +4.5% | +2.9% |
| 6M | +14.5% | +53.8% | -39.3% | -1.7% |
| YTD | +12.9% | +60.2% | -47.3% | -4.8% |
| 1Y | +19.4% | +76.8% | -57.4% | -3.3% |
| 3Y | +78.8% | +191.2% | -112.4% | +12.9% |
| 5Y | +82.2% | +430.9% | -348.8% | -15.4% |
| All | +82.2% | +425.5% | -343.3% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling