+187.5%
NVT vs VIG
+55.8%
+131.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +3.4% |
| 7D | +4.1% | -1.1% | +5.1% | +6.0% |
| 30D | -5.1% | -2.7% | -2.4% | -0.5% |
| 3M | -1.2% | +2.5% | -3.7% | -5.8% |
| 6M | +46.6% | +9.2% | +37.3% | +25.5% |
| YTD | +60.0% | +9.8% | +50.2% | +35.8% |
| 1Y | +70.8% | +12.4% | +58.4% | +39.7% |
| 3Y | +187.5% | +55.9% | +131.7% | +35.6% |
| All | +187.5% | +55.8% | +131.7% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling