+3.6%
NVT vs VO
+16.3%
-12.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.9% | -13.6% | -14.4% |
| 7D | -19.5% | +1.0% | -20.5% | -21.1% |
| 30D | -32.4% | +2.6% | -35.0% | -35.7% |
| 3M | -30.3% | -0.3% | -30.1% | -29.7% |
| 6M | -30.4% | +7.6% | -38.0% | -38.7% |
| YTD | +11.3% | +14.7% | -3.4% | -12.3% |
| 1Y | +3.6% | +16.4% | -12.9% | -19.6% |
| All | +3.6% | +16.3% | -12.7% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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