+730.1%
NVT vs VEU
+99.3%
+630.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -1.4% |
| 7D | +7.0% | +0.3% | +6.7% | +6.6% |
| 30D | -2.3% | +0.7% | -3.0% | -3.1% |
| 3M | -3.1% | +4.7% | -7.8% | -7.9% |
| 6M | +47.0% | +11.6% | +35.4% | +28.7% |
| YTD | +56.2% | +16.8% | +39.4% | +29.1% |
| 1Y | +74.5% | +24.9% | +49.7% | +32.6% |
| 3Y | +184.0% | +75.7% | +108.3% | +40.5% |
| 5Y | +410.8% | +56.1% | +354.6% | +195.8% |
| All | +730.1% | +99.3% | +630.8% | +219.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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