+750.3%
NVT vs FE
+87.7%
+662.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +4.7% |
| 7D | +4.1% | -1.4% | +5.4% | +4.6% |
| 30D | -5.1% | -1.9% | -3.3% | -4.5% |
| 3M | -1.2% | -0.2% | -1.0% | -1.5% |
| 6M | +46.6% | -7.1% | +53.7% | +49.6% |
| YTD | +60.0% | +6.1% | +53.9% | +55.2% |
| 1Y | +70.8% | +10.1% | +60.7% | +62.9% |
| 3Y | +187.5% | +46.9% | +140.7% | +136.7% |
| 5Y | +426.1% | +50.0% | +376.1% | +324.5% |
| All | +750.3% | +87.7% | +662.6% | +649.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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