+187.5%
NVT vs VO
+55.8%
+131.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.9% | +3.3% |
| 7D | +4.1% | -1.5% | +5.6% | +6.8% |
| 30D | -5.1% | -3.0% | -2.1% | +0.1% |
| 3M | -1.2% | +2.8% | -4.0% | -5.2% |
| 6M | +46.6% | +10.9% | +35.6% | +25.0% |
| YTD | +60.0% | +12.5% | +47.5% | +33.6% |
| 1Y | +70.8% | +12.0% | +58.8% | +44.0% |
| 3Y | +187.5% | +56.3% | +131.3% | +57.0% |
| All | +187.5% | +55.8% | +131.7% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling