+730.1%
NVT vs VIG
+173.0%
+557.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.7% |
| 7D | +7.0% | -1.2% | +8.2% | +8.7% |
| 30D | -2.3% | -2.8% | +0.5% | +1.6% |
| 3M | -3.1% | +2.5% | -5.5% | -6.5% |
| 6M | +47.0% | +8.1% | +38.9% | +32.0% |
| YTD | +56.2% | +9.6% | +46.6% | +37.8% |
| 1Y | +74.5% | +14.2% | +60.4% | +45.8% |
| 3Y | +184.0% | +56.1% | +127.9% | +58.4% |
| 5Y | +410.8% | +62.8% | +347.9% | +171.5% |
| All | +730.1% | +173.0% | +557.1% | +137.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling