+64.5%
NVT vs VLTO
-10.5%
+75.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.4% |
| 7D | +2.0% | -4.5% | +6.6% | +0.9% |
| 30D | -7.2% | -4.6% | -2.6% | -8.1% |
| 3M | -0.9% | +13.3% | -14.2% | -1.1% |
| 6M | +42.6% | +2.1% | +40.5% | +43.8% |
| YTD | +52.9% | -6.1% | +58.9% | +53.8% |
| 1Y | +64.5% | -11.4% | +75.8% | +66.8% |
| All | +64.5% | -10.5% | +75.0% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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