+3.6%
NVT vs VCLT
-3.2%
+6.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +1.0% | -13.7% | -13.3% |
| 7D | -19.5% | +0.4% | -19.9% | -19.6% |
| 30D | -32.4% | +3.9% | -36.3% | -35.1% |
| 3M | -30.3% | -1.9% | -28.4% | -27.8% |
| 6M | -30.4% | -2.6% | -27.8% | -27.2% |
| YTD | +11.3% | -3.1% | +14.5% | +16.2% |
| 1Y | +3.6% | -3.6% | +7.1% | +8.8% |
| All | +3.6% | -3.2% | +6.8% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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