+607.3%
NVT vs ROIV
+232.7%
+374.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.4% |
| 7D | +5.1% | +0.6% | +4.5% | +5.0% |
| 30D | -3.7% | +1.0% | -4.7% | -3.8% |
| 3M | -10.1% | +18.3% | -28.4% | -11.7% |
| 6M | +37.5% | +18.3% | +19.1% | +34.9% |
| YTD | +53.7% | +61.0% | -7.2% | +46.0% |
| 1Y | +70.9% | +177.9% | -107.0% | +53.6% |
| 3Y | +180.4% | +199.1% | -18.7% | +148.0% |
| 5Y | +393.5% | +250.7% | +142.8% | +303.9% |
| All | +607.3% | +232.7% | +374.6% | +473.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling