+3.6%
NVT vs VIG
+19.5%
-15.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +2.1% | -14.8% | -15.6% |
| 7D | -19.5% | +2.7% | -22.2% | -22.9% |
| 30D | -32.4% | +7.0% | -39.4% | -39.8% |
| 3M | -30.3% | +4.0% | -34.4% | -34.8% |
| 6M | -30.4% | +12.3% | -42.7% | -43.8% |
| YTD | +11.3% | +16.4% | -5.0% | -17.2% |
| 1Y | +3.6% | +19.2% | -15.7% | -26.1% |
| All | +3.6% | +19.5% | -15.9% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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