+191.2%
NVT vs ROIV
+253.6%
-62.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +18.8% | -14.6% | -0.1% |
| 7D | +10.4% | +20.2% | -9.8% | +5.5% |
| 30D | -1.3% | +14.1% | -15.4% | -4.5% |
| 3M | -0.6% | +45.6% | -46.2% | -8.9% |
| 6M | +53.8% | +44.1% | +9.6% | +40.6% |
| YTD | +60.2% | +91.2% | -31.0% | +36.8% |
| 1Y | +76.8% | +221.3% | -144.5% | +31.3% |
| 3Y | +191.2% | +229.2% | -38.0% | +100.6% |
| All | +191.2% | +253.6% | -62.4% | +100.6% |
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