+191.5%
NSC vs NVT
+498.9%
-307.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | -0.4% |
| 7D | -3.5% | +3.5% | -7.0% | -5.0% |
| 30D | +3.9% | -28.2% | +32.1% | +13.9% |
| 3M | -0.8% | -30.1% | +29.3% | +8.8% |
| 6M | +7.1% | -32.5% | +39.6% | +17.1% |
| YTD | +16.4% | +15.2% | +1.2% | +1.9% |
| 1Y | +16.9% | +7.2% | +9.7% | +4.7% |
| 3Y | +78.4% | +134.2% | -55.8% | +5.3% |
| 5Y | +33.1% | +238.3% | -205.2% | -36.6% |
| All | +191.5% | +498.9% | -307.4% | -3.3% |
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