+2,490.2%
NVDL vs NVT
+322.0%
+2,168.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -5.3% |
| 7D | -10.3% | +4.1% | -14.4% | -14.7% |
| 30D | -7.1% | -5.1% | -2.0% | -2.6% |
| 3M | +6.6% | -1.2% | +7.7% | +5.4% |
| 6M | +21.1% | +46.6% | -25.5% | -27.8% |
| YTD | +15.2% | +60.0% | -44.8% | -39.7% |
| 1Y | +18.8% | +70.8% | -52.0% | -43.4% |
| 3Y | +649.9% | +187.5% | +462.4% | +100.7% |
| All | +2,490.2% | +322.0% | +2,168.1% | +318.6% |
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