+187.5%
NVT vs ITOT
+75.8%
+111.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +3.2% |
| 7D | +4.1% | -0.9% | +5.0% | +5.7% |
| 30D | -5.1% | -1.5% | -3.7% | -2.7% |
| 3M | -1.2% | +3.6% | -4.7% | -6.4% |
| 6M | +46.6% | +13.7% | +32.9% | +19.6% |
| YTD | +60.0% | +12.9% | +47.1% | +32.3% |
| 1Y | +70.8% | +17.2% | +53.6% | +33.8% |
| 3Y | +187.5% | +75.6% | +111.9% | +24.1% |
| All | +187.5% | +75.8% | +111.8% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling