+70.8%
NVT vs VO
+13.3%
+57.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.9% | +3.2% |
| 7D | +4.1% | -1.5% | +5.6% | +7.1% |
| 30D | -5.1% | -3.0% | -2.1% | +0.7% |
| 3M | -1.2% | +2.8% | -4.0% | -5.6% |
| 6M | +46.6% | +10.9% | +35.6% | +23.2% |
| YTD | +60.0% | +12.5% | +47.5% | +32.2% |
| 1Y | +70.8% | +12.0% | +58.8% | +43.2% |
| All | +70.8% | +13.3% | +57.5% | +43.2% |
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