+231.1%
NVT vs ACWI
+59.2%
+172.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | -13.0% | -0.2% | -12.8% | -12.5% |
| 30D | -32.7% | -3.3% | -29.4% | -28.7% |
| 3M | -30.6% | -3.4% | -27.2% | -26.1% |
| 6M | -33.6% | +0.8% | -34.4% | -32.9% |
| YTD | +11.0% | +10.7% | +0.3% | -1.0% |
| 1Y | +0.8% | +11.6% | -10.8% | -10.8% |
| 3Y | +125.7% | +73.4% | +52.3% | +18.7% |
| 5Y | +231.1% | +60.2% | +171.0% | +93.9% |
| All | +231.1% | +59.2% | +172.0% | +93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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