+219.5%
IVV vs NVT
+445.0%
-225.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.6% | -2.1% |
| 7D | -2.7% | -15.7% | +13.0% | +1.8% |
| 30D | -5.4% | -36.6% | +31.2% | +7.5% |
| 3M | -4.1% | -34.8% | +30.8% | +7.3% |
| 6M | +0.7% | -38.2% | +39.0% | +13.4% |
| YTD | +8.7% | +4.8% | +3.9% | +1.1% |
| 1Y | +11.0% | -2.8% | +13.8% | +5.5% |
| 3Y | +75.4% | +119.5% | -44.1% | +17.3% |
| 5Y | +68.3% | +204.7% | -136.4% | -3.2% |
| All | +219.5% | +445.0% | -225.5% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling