+410.8%
NVT vs ROIV
+319.8%
+91.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.6% |
| 7D | +7.0% | +22.3% | -15.3% | +4.6% |
| 30D | -2.3% | +16.9% | -19.2% | -4.1% |
| 3M | -3.1% | +43.9% | -47.0% | -6.8% |
| 6M | +47.0% | +41.6% | +5.4% | +41.3% |
| YTD | +56.2% | +92.7% | -36.5% | +45.3% |
| 1Y | +74.5% | +210.2% | -135.6% | +54.7% |
| 3Y | +184.0% | +231.8% | -47.8% | +147.1% |
| 5Y | +410.8% | +319.8% | +91.0% | +312.8% |
| All | +410.8% | +319.8% | +91.0% | +312.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling