+712.5%
NVT vs RACE
+253.7%
+458.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.8% |
| 7D | +2.0% | -2.2% | +4.2% | +3.0% |
| 30D | -7.2% | -0.4% | -6.8% | -7.3% |
| 3M | -0.9% | +17.9% | -18.8% | -9.2% |
| 6M | +42.6% | +19.3% | +23.3% | +28.8% |
| YTD | +52.9% | +11.9% | +41.0% | +41.4% |
| 1Y | +64.5% | -12.7% | +77.2% | +70.2% |
| 3Y | +178.0% | +41.1% | +136.9% | +112.4% |
| 5Y | +402.8% | +94.1% | +308.7% | +212.0% |
| All | +712.5% | +253.7% | +458.8% | +227.7% |
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