+420.3%
NVT vs RMD
-23.0%
+443.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.8% |
| 7D | +4.1% | -4.4% | +8.5% | +5.0% |
| 30D | -5.1% | -3.1% | -2.0% | -4.7% |
| 3M | -1.2% | +13.8% | -14.9% | -4.9% |
| 6M | +46.6% | -8.6% | +55.2% | +49.0% |
| YTD | +60.0% | -8.6% | +68.6% | +62.2% |
| 1Y | +70.8% | -19.7% | +90.5% | +79.2% |
| 3Y | +187.5% | +48.4% | +139.2% | +146.2% |
| All | +420.3% | -23.0% | +443.4% | +388.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 5y: compounded portfolio wealth divided by compounded RMD 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…
5y analysis · Full analysis span regression · 6 months rolling