+501.5%
NVT vs RACE
+255.9%
+245.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.3% |
| 7D | +8.0% | -1.2% | +9.2% | +8.6% |
| 30D | -24.8% | +6.1% | -30.9% | -27.1% |
| 3M | -32.4% | -0.3% | -32.1% | -32.8% |
| 6M | -33.5% | +23.4% | -56.9% | -40.8% |
| YTD | +13.2% | +12.5% | +0.7% | +4.0% |
| 1Y | +9.0% | -0.5% | +9.4% | +6.4% |
| 3Y | +129.4% | +23.6% | +105.8% | +88.8% |
| 5Y | +230.1% | +65.4% | +164.6% | +124.8% |
| All | +501.5% | +255.9% | +245.6% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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