+70.9%
NVT vs ITOT
+20.8%
+50.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +3.2% |
| 7D | +5.1% | +0.1% | +5.0% | +4.9% |
| 30D | -3.7% | 0.0% | -3.7% | -3.7% |
| 3M | -10.1% | +2.0% | -12.1% | -13.2% |
| 6M | +37.5% | +13.0% | +24.4% | +9.5% |
| YTD | +53.7% | +14.0% | +39.8% | +20.7% |
| 1Y | +70.9% | +19.9% | +51.0% | +22.6% |
| All | +70.9% | +20.8% | +50.0% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling