+3.6%
NVT vs IVZ
+30.5%
-27.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +4.2% | -16.9% | -15.0% |
| 7D | -19.5% | +2.6% | -22.1% | -20.8% |
| 30D | -32.4% | -3.5% | -28.9% | -31.1% |
| 3M | -30.3% | -7.4% | -23.0% | -27.3% |
| 6M | -30.4% | +14.7% | -45.1% | -35.1% |
| YTD | +11.3% | +14.6% | -3.3% | +0.5% |
| 1Y | +3.6% | +30.7% | -27.1% | -14.3% |
| All | +3.6% | +30.5% | -27.0% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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