+129.4%
NVT vs ROIV
+357.5%
-228.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.4% |
| 7D | +8.0% | +1.7% | +6.3% | +7.5% |
| 30D | -24.8% | +17.6% | -42.4% | -28.1% |
| 3M | -32.4% | +9.0% | -41.4% | -34.5% |
| 6M | -33.5% | +35.3% | -68.8% | -39.7% |
| YTD | +13.2% | +82.2% | -69.0% | -7.2% |
| 1Y | +9.0% | +92.3% | -83.3% | -12.9% |
| 3Y | +129.4% | +336.8% | -207.4% | +31.8% |
| All | +129.4% | +357.5% | -228.1% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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