+70.9%
NVT vs VMC
-8.5%
+79.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.3% |
| 7D | +5.1% | -4.3% | +9.4% | +6.5% |
| 30D | -3.7% | -8.2% | +4.5% | -1.2% |
| 3M | -10.1% | -7.0% | -3.1% | -8.9% |
| 6M | +37.5% | -10.8% | +48.2% | +41.1% |
| YTD | +53.7% | -7.4% | +61.1% | +49.3% |
| 1Y | +70.9% | -9.5% | +80.4% | +69.2% |
| All | +70.9% | -8.5% | +79.4% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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