+221.8%
NVT vs VLTO
+26.2%
+195.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.5% |
| 7D | +10.4% | -1.6% | +11.9% | +10.9% |
| 30D | -1.3% | -2.9% | +1.6% | -0.4% |
| 3M | -0.6% | +12.7% | -13.3% | -6.8% |
| 6M | +53.8% | +1.6% | +52.2% | +51.6% |
| YTD | +60.2% | -4.0% | +64.2% | +62.1% |
| 1Y | +76.8% | -10.2% | +86.9% | +85.6% |
| All | +221.8% | +26.2% | +195.7% | +188.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling