+68.7%
IVV vs NVT
+203.9%
-135.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.6% | -1.7% |
| 7D | -2.7% | -15.7% | +13.0% | +1.1% |
| 30D | -5.4% | -36.6% | +31.2% | +5.8% |
| 3M | -4.1% | -34.8% | +30.8% | +5.7% |
| 6M | +0.7% | -38.2% | +39.0% | +11.8% |
| YTD | +8.7% | +4.8% | +3.9% | +1.1% |
| 1Y | +11.0% | -2.8% | +13.8% | +5.4% |
| 3Y | +75.4% | +119.5% | -44.1% | +14.3% |
| All | +68.7% | +203.9% | -135.1% | -12.7% |
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 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