+730.1%
NVT vs TD
+200.5%
+529.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.3% | -1.5% |
| 7D | +7.0% | -1.9% | +8.9% | +8.8% |
| 30D | -2.3% | -1.6% | -0.7% | -0.9% |
| 3M | -3.1% | +4.6% | -7.7% | -6.7% |
| 6M | +47.0% | +26.8% | +20.2% | +19.4% |
| YTD | +56.2% | +28.3% | +27.9% | +25.4% |
| 1Y | +74.5% | +60.4% | +14.1% | +15.2% |
| 3Y | +184.0% | +125.7% | +58.3% | +34.9% |
| 5Y | +410.8% | +122.4% | +288.4% | +138.8% |
| All | +730.1% | +200.5% | +529.7% | +208.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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