+181.1%
NVT vs CVE
+71.6%
+109.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +3.0% |
| 7D | +5.1% | +2.5% | +2.6% | +4.3% |
| 30D | -3.7% | +16.7% | -20.4% | -7.9% |
| 3M | -10.1% | +9.3% | -19.4% | -12.6% |
| 6M | +37.5% | +43.6% | -6.1% | +20.8% |
| YTD | +53.7% | +93.6% | -39.9% | +21.0% |
| 1Y | +70.9% | +98.8% | -27.9% | +32.1% |
| All | +181.1% | +71.6% | +109.5% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 3y: compounded portfolio wealth divided by compounded CVE 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…
3y analysis · Full analysis span regression · 6 months rolling