+751.2%
NVT vs VO
+138.3%
+612.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.9% |
| 7D | +10.4% | +0.6% | +9.7% | +9.4% |
| 30D | -1.3% | -1.1% | -0.2% | +0.2% |
| 3M | -0.6% | +4.5% | -5.2% | -5.8% |
| 6M | +53.8% | +11.1% | +42.7% | +35.6% |
| YTD | +60.2% | +13.5% | +46.6% | +37.6% |
| 1Y | +76.8% | +14.5% | +62.3% | +50.7% |
| 3Y | +191.2% | +58.1% | +133.1% | +71.6% |
| 5Y | +430.9% | +43.3% | +387.7% | +252.0% |
| All | +751.2% | +138.3% | +612.9% | +209.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling