+70.8%
NVT vs TMF
-26.8%
+97.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +4.1% | -5.1% | +9.2% | +4.7% |
| 30D | -5.1% | -4.6% | -0.5% | -4.5% |
| 3M | -1.2% | -16.6% | +15.4% | +1.6% |
| 6M | +46.6% | -19.9% | +66.5% | +50.0% |
| YTD | +60.0% | -20.2% | +80.1% | +63.8% |
| 1Y | +70.8% | -27.7% | +98.5% | +70.0% |
| All | +70.8% | -26.8% | +97.6% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling